| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | VOYA GLBL EQTY DIV & PREM OP | 565,202 | 4,149,000 | 0.83% | ||
| 502 | JPMORGAN CHASE & CO | 47,637 | 4,186,000 | 0.83% | ||
| 503 | ALPHABET INC | 4,988 | 4,230,000 | 0.84% | ||
| 504 | ALTRIA GROUP INC | 67,629 | 4,833,000 | 0.96% | ||
| 505 | ISHARES TR | 55,427 | 5,050,000 | 1.01% | ||
| 506 | BERKSHIRE HATHAWAY INC DEL | 32,284 | 5,382,000 | 1.07% | ||
| 507 | AMAZON COM INC | 6,134 | 5,440,000 | 1.08% | ||
| 508 | AT&T INC | 142,300 | 5,915,000 | 1.18% | ||
| 509 | GLOBAL NET LEASE INC | 256,421 | 6,175,000 | 1.23% | ||
| 510 | JOHNSON & JOHNSON | 50,211 | 6,258,000 | 1.25% | ||
| 511 | VANGUARD TAX-MANAGED FDS | 160,433 | 6,305,000 | 1.26% | ||
| 512 | MICROSOFT CORP | 98,679 | 6,503,000 | 1.30% | ||
| 513 | VANGUARD BD INDEX FDS | 80,807 | 6,757,000 | 1.35% | ||
| 514 | ISHARES TR | 141,817 | 7,663,000 | 1.53% | ||
| 515 | VANGUARD BD INDEX FDS | 101,732 | 8,112,000 | 1.62% | ||
| 516 | VANGUARD CHARLOTTE FDS | 153,096 | 8,289,000 | 1.65% | ||
| 517 | FACEBOOK INC | 78,092 | 11,095,000 | 2.21% | ||
| 518 | APPLE INC | 121,950 | 17,522,000 | 3.49% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-003001, filed 2017.05.15).
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.
