| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | AT&T INC | 39,080 | 1,377,000 | 0.50% | ||
| 152 | INTEL CORP | 39,926 | 1,390,000 | 0.50% | ||
| 153 | VANGUARD INTL EQUITY INDEX F | 35,786 | 1,493,000 | 0.54% | ||
| 154 | VANGUARD TAX-MANAGED FDS | 38,722 | 1,539,000 | 0.56% | ||
| 155 | PNC FINL SVCS GROUP INC | 18,904 | 1,618,000 | 0.58% | ||
| 156 | PROCTER AND GAMBLE CO | 19,937 | 1,670,000 | 0.60% | ||
| 157 | ISHARES TR | 26,182 | 1,679,000 | 0.61% | ||
| 158 | QUALCOMM INC | 22,931 | 1,715,000 | 0.62% | ||
| 159 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 52,367 | 1,800,000 | 0.65% | ||
| 160 | ISHARES TR | 24,453 | 1,840,000 | 0.66% | ||
| 161 | BERKSHIRE HATHAWAY INC DEL | 13,563 | 1,874,000 | 0.68% | ||
| 162 | UNITED STATES COMMODITY INDEX FUND | 36,061 | 1,987,000 | 0.72% | ||
| 163 | INTERNATIONAL BUSINESS MACHS | 10,527 | 1,998,000 | 0.72% | ||
| 164 | VERIZON COMMUNICATIONS INC | 41,841 | 2,092,000 | 0.76% | ||
| 165 | MICROSOFT CORP | 45,984 | 2,132,000 | 0.77% | ||
| 166 | CENTERSTATE BANKS COMMON STK USD0.01 | 216,235 | 2,238,000 | 0.81% | ||
| 167 | JOHNSON & JOHNSON | 22,674 | 2,417,000 | 0.87% | ||
| 168 | ALTRIA GROUP INC | 58,078 | 2,668,000 | 0.96% | ||
| 169 | ISHARES TR | 29,158 | 2,672,000 | 0.97% | ||
| 170 | APPLE INC | 26,620 | 2,682,000 | 0.97% | ||
| 171 | GENERAL ELECTRIC CO | 113,600 | 2,910,000 | 1.05% | ||
| 172 | PHILIP MORRIS INTL INC | 35,358 | 2,949,000 | 1.07% | ||
| 173 | ISHARES TR | 27,573 | 3,024,000 | 1.09% | ||
| 174 | COCA COLA CO | 78,728 | 3,359,000 | 1.21% | ||
| 175 | VANGUARD SPECIALIZED FUNDS | 82,064 | 6,315,000 | 2.28% | ||
| 176 | ISHARES TR | 91,518 | 6,362,000 | 2.30% | ||
| 177 | VANGUARD INTL EQUITY INDEX F | 130,783 | 6,440,000 | 2.33% | ||
| 178 | ISHARES RUSSELL 1000 ETF | 75,474 | 8,292,000 | 3.00% | ||
| 179 | VANGUARD INDEX FDS | 86,837 | 8,791,000 | 3.18% | ||
| 180 | UBS AG JERSEY BRH | 231,927 | 10,604,000 | 3.83% | ||
| 181 | SCHWAB INTERNATIONAL EQUITY ETF | 579,737 | 17,983,000 | 6.50% | ||
| 182 | SCHWAB U.S. SMALL-CAP ETF | 499,821 | 25,691,000 | 9.28% | ||
| 183 | SCHWAB U.S. LARGE-CAP ETF | 638,089 | 29,984,000 | 10.84% | ||
| 184 | JPMORGAN CHASE & CO | 682,787 | 36,242,000 | 13.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001379995-14-000006, filed 2014.11.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
