| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | AMAZON COM INC | 542 | 277,000 | 0.10% | ||
| 502 | SPDR GOLD TR | 2,600 | 278,000 | 0.10% | ||
| 503 | HOME DEPOT INC | 2,458 | 284,000 | 0.11% | ||
| 504 | ALTRIA GROUP INC | 5,275 | 287,000 | 0.11% | ||
| 505 | DAVITA INC | 4,050 | 293,000 | 0.11% | ||
| 506 | POWERSHARES QQQ TRUST | 2,929 | 298,000 | 0.11% | ||
| 507 | CATHAY GEN BANCORP | 10,000 | 300,000 | 0.11% | ||
| 508 | ISHARES TR | 2,772 | 303,000 | 0.11% | ||
| 509 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 6,307 | 315,000 | 0.12% | ||
| 510 | POWERSHARES ETF TR II | 13,893 | 353,000 | 0.13% | ||
| 511 | ISHARES TR | 6,428 | 368,000 | 0.14% | ||
| 512 | INTEL CORP | 13,210 | 398,000 | 0.15% | ||
| 513 | ANNALY CAP MGMT INC | 42,300 | 418,000 | 0.15% | ||
| 514 | GLAXOSMITHKLINE PLC | 12,987 | 499,000 | 0.18% | ||
| 515 | CHEVRON CORP NEW | 6,431 | 507,000 | 0.19% | ||
| 516 | CLAYMORE EXCHANGE TRD FD TR | 30,844 | 569,000 | 0.21% | ||
| 517 | MOSAIC CO NEW | 20,165 | 627,000 | 0.23% | ||
| 518 | DNP SELECT INCOME FD INC | 71,700 | 644,000 | 0.24% | ||
| 519 | COHEN & STEERS INFRASTRUCTUR | 38,568 | 735,000 | 0.27% | ||
| 520 | NUVEEN S&P 500 BUY-WRITE INC | 61,001 | 738,000 | 0.27% | ||
| 521 | TESLA INC | 3,071 | 763,000 | 0.28% | ||
| 522 | GUGGENHEIM BULLETSHARES 2015 CORPORATE BOND ETF | 35,398 | 766,000 | 0.28% | ||
| 523 | SPDR S&P 500 ETF TR | 4,134 | 792,000 | 0.29% | ||
| 524 | EATON VANCE LTD DURATION INC | 64,600 | 819,000 | 0.30% | ||
| 525 | CARE CAP PPTYS INC | 25,408 | 837,000 | 0.31% | ||
| 526 | KINDER MORGAN INC DEL | 30,622 | 848,000 | 0.31% | ||
| 527 | SCHWAB US AGGREGATE BOND ETF | 17,521 | 914,000 | 0.34% | ||
| 528 | BLACKROCK MUNIYIELD CALI QLT | 60,996 | 914,000 | 0.34% | ||
| 529 | SCHWAB INTERNATIONAL EQUITY ETF | 35,100 | 961,000 | 0.36% | ||
| 530 | BERKSHIRE HATHAWAY INC DEL | 7,519 | 980,000 | 0.36% | ||
| 531 | FIRST TRUST SPECIALTY FINANC | 167,734 | 985,000 | 0.36% | ||
| 532 | NUVEEN CA QUALTY MUN INCOME | 69,347 | 1,037,000 | 0.38% | ||
| 533 | ISHARES TR | 9,895 | 1,040,000 | 0.38% | ||
| 534 | DOUBLELINE INCOME SOLUTIONS | 63,341 | 1,095,000 | 0.41% | ||
| 535 | COMMERCE BANCSHARES INC | 25,000 | 1,139,000 | 0.42% | ||
| 536 | RYDEX ETF TRUST | 23,718 | 1,175,000 | 0.43% | ||
| 537 | DOW CHEM CO | 27,815 | 1,179,000 | 0.44% | ||
| 538 | JPMORGAN CHASE & CO | 40,971 | 1,245,000 | 0.46% | ||
| 539 | LULULEMON ATHLETICA INC | 28,930 | 1,465,000 | 0.54% | ||
| 540 | NUVEEN CALIFORNIA AMT QLT MU | 102,006 | 1,496,000 | 0.55% | ||
| 541 | SCHWAB U.S. BROAD MARKET ETF | 34,259 | 1,589,000 | 0.59% | ||
| 542 | KIMBERLY CLARK CORP | 14,650 | 1,597,000 | 0.59% | ||
| 543 | NUVEEN ALL CAP ENERGY ML | 173,439 | 1,717,000 | 0.64% | ||
| 544 | PALO ALTO NETWORKS INC | 12,250 | 2,107,000 | 0.78% | ||
| 545 | CELGENE CORP | 21,820 | 2,360,000 | 0.87% | ||
| 546 | METLIFE INC | 51,825 | 2,444,000 | 0.90% | ||
| 547 | VERIZON COMMUNICATIONS INC | 58,248 | 2,534,000 | 0.94% | ||
| 548 | VANGUARD BD INDEX FDS | 32,055 | 2,626,000 | 0.97% | ||
| 549 | GILEAD SCIENCES INC | 27,851 | 2,735,000 | 1.01% | ||
| 550 | BANK AMER CORP | 206,169 | 3,212,000 | 1.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-041037, filed 2015.11.13).
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.
