| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | CLAYMORE EXCHANGE TRD FD TR | 180,500 | 2,063,000 | 0.35% | ||
| 202 | SOUTHERN CO | 45,600 | 2,243,000 | 0.38% | ||
| 203 | ALTRIA GROUP INC | 34,565 | 2,337,000 | 0.39% | ||
| 204 | BOEING CO | 15,403 | 2,398,000 | 0.40% | ||
| 205 | GENERAL ELECTRIC CO | 78,476 | 2,480,000 | 0.42% | ||
| 206 | NEW YORK CMNTY BANCORP INC | 167,561 | 2,666,000 | 0.45% | ||
| 207 | AT&T INC | 68,525 | 2,914,000 | 0.49% | ||
| 208 | HOME DEPOT INC | 23,662 | 3,173,000 | 0.53% | ||
| 209 | AXIS CAPITAL HOLDINGS LTD | 50,626 | 3,304,000 | 0.56% | ||
| 210 | JOHNSON & JOHNSON | 29,382 | 3,385,000 | 0.57% | ||
| 211 | EXXON MOBIL CORP | 44,914 | 4,054,000 | 0.68% | ||
| 212 | APPLE INC | 38,846 | 4,499,000 | 0.76% | ||
| 213 | LOWES COS INC | 65,791 | 4,679,000 | 0.79% | ||
| 214 | SPDR S&P 500 ETF TR | 22,552 | 5,041,000 | 0.85% | ||
| 215 | UNITED STATES OIL FUND LP | 459,448 | 5,385,000 | 0.90% | ||
| 216 | VANGUARD INTL EQUITY INDEX F | 139,005 | 6,664,000 | 1.12% | ||
| 217 | VANGUARD STAR FDS | 202,731 | 9,301,000 | 1.56% | ||
| 218 | BERKSHIRE HATHAWAY INC DEL | 69,087 | 11,260,000 | 1.89% | ||
| 219 | UNITED PARCEL SERVICE INC | 117,459 | 13,466,000 | 2.26% | ||
| 220 | ISHARES TRUST S&P 100 ETF | 163,132 | 16,199,000 | 2.72% | ||
| 221 | DBX ETF TRUST MSCI JAPAN CURRENCY | 545,233 | 20,294,000 | 3.41% | ||
| 222 | VANGUARD SPECIALIZED FUNDS | 258,690 | 22,035,000 | 3.70% | ||
| 223 | ISHARES TR | 210,332 | 22,064,000 | 3.71% | ||
| 224 | VANGUARD INTL EQUITY INDEX F | 369,124 | 22,517,000 | 3.78% | ||
| 225 | VANGUARD INTL EQUITY INDEX F | 643,989 | 23,042,000 | 3.87% | ||
| 226 | UBS AG JERSEY BRH | 886,388 | 25,182,000 | 4.23% | ||
| 227 | SPDR INDEX SHS FDS | 790,146 | 28,508,000 | 4.79% | ||
| 228 | COCA COLA CO | 743,916 | 30,843,000 | 5.18% | ||
| 229 | ISHARES TR | 391,816 | 52,836,000 | 8.88% | ||
| 230 | WISDOMTREE TR | 1,162,194 | 57,575,000 | 9.67% | ||
| 231 | ISHARES | 2,555,634 | 88,425,000 | 14.86% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001456048-17-000001, filed 2017.02.14).
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.
