| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | OCCIDENTAL PETE CORP DEL | 2,970 | 217,000 | 0.11% | ||
| 152 | NORFOLK SOUTHERN CORP | 2,088 | 215,000 | 0.11% | ||
| 153 | ISHARES TR | 2,250 | 208,000 | 0.10% | ||
| 154 | VANGUARD INDEX FDS | 1,550 | 204,000 | 0.10% | ||
| 155 | VANGUARD BD INDEX FDS | 2,400 | 200,000 | 0.10% | ||
| 156 | NUVEEN CALIF MUN VALUE FD | 17,975 | 192,000 | 0.10% | ||
| 157 | BLACKROCK MUNIYIELD CALIF FD | 10,000 | 158,000 | 0.08% | ||
| 158 | LEGACY RESVS LP | 13,400 | 136,000 | 0.07% | ||
| 159 | Aberdeen Asia-Pacific Income | 14,000 | 75,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001422508-15-000008, filed 2015.07.24).
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.
