| # | % | |||||
|---|---|---|---|---|---|---|
| 551 | ISHARES TR | 73,122 | 8,089,000 | 0.85% | ||
| 552 | SCHWAB INTERNATIONAL EQUITY ETF | 303,071 | 8,216,000 | 0.86% | ||
| 553 | EXXON MOBIL CORP | 102,269 | 8,549,000 | 0.90% | ||
| 554 | ISHARES TR | 74,607 | 8,553,000 | 0.90% | ||
| 555 | VANGUARD INDEX FDS | 77,008 | 8,586,000 | 0.90% | ||
| 556 | PROCTER AND GAMBLE CO | 105,232 | 8,662,000 | 0.91% | ||
| 557 | APPLE INC | 83,041 | 9,051,000 | 0.95% | ||
| 558 | ISHARES TR | 183,422 | 10,484,000 | 1.10% | ||
| 559 | DELUXE CORP COM | 195,448 | 12,214,000 | 1.28% | ||
| 560 | AT&T INC | 324,072 | 12,694,000 | 1.33% | ||
| 561 | GENERAL ELECTRIC CO | 438,586 | 13,943,000 | 1.47% | ||
| 562 | BERKSHIRE HATHAWAY INC DEL | 107,621 | 15,269,000 | 1.61% | ||
| 563 | SPDR S&P 500 ETF TR | 74,842 | 15,381,000 | 1.62% | ||
| 564 | ISHARES TR | 111,793 | 18,213,000 | 1.91% | ||
| 565 | FS KKR CAPITAL CORP COM | 2,066,512 | 18,950,000 | 1.99% | ||
| 566 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 173,821 | 19,066,000 | 2.00% | ||
| 567 | VANGUARD INDEX FDS | 235,391 | 24,674,000 | 2.59% | ||
| 568 | ISHARES TR | 187,295 | 38,704,000 | 4.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001449689-16-000016, filed 2016.05.05).
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.
