| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | First Fndtn Inc | 10,000 | 247,000 | 0.07% | ||
| 102 | PHILIP MORRIS INTL INC | 2,515 | 245,000 | 0.07% | ||
| 103 | SKYWORKS SOLUTIONS INC | 3,194 | 243,000 | 0.07% | ||
| 104 | TIME WARNER INC | 3,000 | 239,000 | 0.07% | ||
| 105 | GENERAL MLS INC | 3,703 | 237,000 | 0.07% | ||
| 106 | ALLERGAN PLC | 1,021 | 235,000 | 0.07% | ||
| 107 | CAPRICOR THERAPEUTICS INC | 70,962 | 230,000 | 0.07% | ||
| 108 | MICRON TECHNOLOGY INC | 12,900 | 229,000 | 0.07% | ||
| 109 | ISHARES TR | 1,470 | 221,000 | 0.07% | ||
| 110 | Berkshire Hathaway Class A 1/100 | 1 | 216,000 | 0.06% | ||
| 111 | YUM BRANDS INC | 2,364 | 215,000 | 0.06% | ||
| 112 | CARE CAP PPTYS INC | 7,418 | 211,000 | 0.06% | ||
| 113 | PAYPAL HLDGS INC | 4,800 | 197,000 | 0.06% | ||
| 114 | NETFLIX INC | 1,985 | 196,000 | 0.06% | ||
| 115 | CONOCOPHILLIPS | 4,481 | 195,000 | 0.06% | ||
| 116 | SELECT SECTOR SPDR TR | 3,345 | 195,000 | 0.06% | ||
| 117 | ISHARES TR | 4,800 | 190,000 | 0.06% | ||
| 118 | NIKE INC | 3,572 | 188,000 | 0.06% | ||
| 119 | BOEING CO | 1,411 | 186,000 | 0.06% | ||
| 120 | SALESFORCE COM INC | 2,550 | 182,000 | 0.05% | ||
| 121 | BLACKROCK MUNIYIELD CALIF FD | 10,450 | 180,000 | 0.05% | ||
| 122 | SIRIUS XM HOLDINGS INC | 42,640 | 178,000 | 0.05% | ||
| 123 | EMERSON ELEC CO | 3,188 | 174,000 | 0.05% | ||
| 124 | SELECT SECTOR SPDR TR | 3,279 | 174,000 | 0.05% | ||
| 125 | HALLIBURTON CO | 3,770 | 169,000 | 0.05% | ||
| 126 | INTERNATIONAL BUSINESS MACHS | 1,052 | 167,000 | 0.05% | ||
| 127 | ALPS ETF TR | 12,800 | 162,000 | 0.05% | ||
| 128 | SCHWAB U.S. SMALL-CAP ETF | 2,813 | 162,000 | 0.05% | ||
| 129 | VANGUARD WORLD FD | 1,314 | 158,000 | 0.05% | ||
| 130 | ANTHEM INC | 1,250 | 157,000 | 0.05% | ||
| 131 | SEMPRA ENERGY | 1,450 | 155,000 | 0.05% | ||
| 132 | INTL PAPER CO | 3,093 | 148,000 | 0.04% | ||
| 133 | SPDR SER TR | 1,749 | 148,000 | 0.04% | ||
| 134 | ABBOTT LABS | 3,419 | 145,000 | 0.04% | ||
| 135 | ALPHABET INC | 183 | 142,000 | 0.04% | ||
| 136 | FIRST TR EXCHANGE-TRADED FD | 1,425 | 142,000 | 0.04% | ||
| 137 | VANECK ETF TRUST | 5,280 | 140,000 | 0.04% | ||
| 138 | PIMCO DYNAMIC INCOME FD | 4,683 | 133,000 | 0.04% | ||
| 139 | AMGEN INC | 780 | 130,000 | 0.04% | ||
| 140 | SELECT SECTOR SPDR TR | 6,725 | 130,000 | 0.04% | ||
| 141 | VODAFONE GROUP PLC NEW | 4,428 | 129,000 | 0.04% | ||
| 142 | COMCAST CORP NEW | 1,930 | 128,000 | 0.04% | ||
| 143 | KRAFT HEINZ CO | 1,423 | 127,000 | 0.04% | ||
| 144 | MCKESSON CORP | 750 | 125,000 | 0.04% | ||
| 145 | PIMCO ETF TR | 1,120 | 121,000 | 0.04% | ||
| 146 | NUVEEN CA SELECT TAX FREE PR | 7,000 | 120,000 | 0.04% | ||
| 147 | NANOSTRING TECHNOLOGIES INC | 6,000 | 120,000 | 0.04% | ||
| 148 | DAVITA INC | 1,800 | 119,000 | 0.04% | ||
| 149 | AMERN CAP AGY CR 8% PFD | 4,500 | 118,000 | 0.04% | ||
| 150 | ISHARES GOLD TRUST | 9,300 | 118,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-086552, filed 2016.11.14).
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.
