| 1 |
JPMORGAN CHASE & CO |
727,868 |
33,766 |
12.33% |
|
|
| 2 |
SCHWAB U.S. LARGE-CAP ETF |
708,182 |
31,663 |
11.56% |
|
|
| 3 |
SCHWAB U.S. SMALL-CAP ETF |
569,484 |
30,524 |
11.14% |
|
|
| 4 |
SCHWAB INTERNATIONAL EQUITY ETF |
303,255 |
9,553 |
3.49% |
|
|
| 5 |
ISHARES RUSSELL 1000 ETF |
90,366 |
9,468 |
3.46% |
|
|
| 6 |
UBS AG JERSEY BRH |
236,412 |
9,416 |
3.44% |
|
|
| 7 |
VANGUARD INDEX FDS |
87,490 |
8,528 |
3.11% |
|
|
| 8 |
ISHARES TR |
100,078 |
7,736 |
2.82% |
|
|
| 9 |
EXXON MOBIL CORP |
65,203 |
6,369 |
2.33% |
|
|
| 10 |
VANGUARD INTL EQUITY INDEX F |
106,615 |
5,367 |
1.96% |
|
|
| 11 |
VANGUARD SPECIALIZED FUNDS |
65,150 |
4,873 |
1.78% |
|
|
| 12 |
GENERAL ELECTRIC CO |
128,833 |
3,336 |
1.22% |
|
|
| 13 |
COCA COLA CO |
80,589 |
3,116 |
1.14% |
|
|
| 14 |
ISHARES TR |
27,798 |
2,976 |
1.09% |
|
|
| 15 |
PHILIP MORRIS INTL INC |
34,497 |
2,824 |
1.03% |
|
|
| 16 |
ISHARES TR |
31,368 |
2,715 |
0.99% |
|
|
| 17 |
JOHNSON & JOHNSON |
22,050 |
2,166 |
0.79% |
|
|
| 18 |
ALTRIA GROUP INC |
57,834 |
2,165 |
0.79% |
|
|
| 19 |
APPLE INC |
4,027 |
2,162 |
0.79% |
|
|
| 20 |
INTERNATIONAL BUSINESS MACHS |
10,887 |
2,096 |
0.77% |
|
|
| 21 |
UNITED STATES COMMODITY INDEX FUND |
33,151 |
1,943 |
0.71% |
|
|
| 22 |
CENTERSTATE BANKS COMMON STK USD0.01 |
174,790 |
1,909 |
0.70% |
|
|
| 23 |
QUALCOMM INC |
23,696 |
1,869 |
0.68% |
|
|
| 24 |
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN |
47,297 |
1,866 |
0.68% |
|
|
| 25 |
MICROSOFT CORP |
45,252 |
1,855 |
0.68% |
|
|
| 26 |
VERIZON COMMUNICATIONS INC |
38,138 |
1,814 |
0.66% |
|
|
| 27 |
ISHARES TR |
26,853 |
1,805 |
0.66% |
|
|
| 28 |
BERKSHIRE HATHAWAY INC DEL |
13,826 |
1,728 |
0.63% |
|
|
| 29 |
PNC FINL SVCS GROUP INC |
19,197 |
1,670 |
0.61% |
|
|
| 30 |
VANGUARD TAX-MANAGED FDS |
38,722 |
1,598 |
0.58% |
|
|
| 31 |
PROCTER AND GAMBLE CO |
18,633 |
1,502 |
0.55% |
|
|
| 32 |
JOHNSON CTLS INTL PLC |
30,318 |
1,435 |
0.52% |
|
|
| 33 |
SPDR S&P 500 ETF TR |
7,526 |
1,407 |
0.51% |
|
|
| 34 |
JPMORGAN CHASE & CO |
22,787 |
1,383 |
0.50% |
|
|
| 35 |
AT&T INC |
37,652 |
1,320 |
0.48% |
|
|
| 36 |
VANGUARD INTL EQUITY INDEX F |
31,112 |
1,263 |
0.46% |
|
|
| 37 |
DU PONT E I DE NEMOURS & CO |
18,765 |
1,259 |
0.46% |
|
|
| 38 |
MONDELEZ INTL INC |
35,897 |
1,240 |
0.45% |
|
|
| 39 |
PEPSICO INC |
14,174 |
1,183 |
0.43% |
|
|
| 40 |
SCHWAB US AGGREGATE BOND ETF |
22,834 |
1,168 |
0.43% |
|
|
| 41 |
ISHARES TR |
16,139 |
1,153 |
0.42% |
|
|
| 42 |
ISHARES TR |
14,961 |
1,097 |
0.40% |
|
|
| 43 |
INTEL CORP |
38,695 |
999 |
0.36% |
|
|
| 44 |
MCDONALDS CORP |
10,116 |
992 |
0.36% |
|
|
| 45 |
SPDR INDEX SHS FDS |
24,020 |
989 |
0.36% |
|
|
| 46 |
CHEVRON CORP NEW |
8,240 |
980 |
0.36% |
|
|
| 47 |
ERIE INDEMNITY CO-CL A |
13,812 |
964 |
0.35% |
|
|
| 48 |
3M CO |
7,019 |
952 |
0.35% |
|
|
| 49 |
KRAFT HEINZ CO COM |
16,518 |
927 |
0.34% |
|
|
| 50 |
NEXTERA ENERGY INC |
9,661 |
924 |
0.34% |
|
|
