| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | 2,102,603 | 81,539,000 | 21.50% | ||
| 2 | JD COM INC ADR | 3,080,766 | 65,405,000 | 17.25% | ||
| 3 | VANGUARD INDEX FDS | 327,890 | 63,020,000 | 16.62% | ||
| 4 | ISHARES TR | 960,589 | 53,620,000 | 14.14% | ||
| 5 | CAPITAL BANK | 988,133 | 28,458,000 | 7.51% | ||
| 6 | SPDR S&P 500 ETF TR | 132,527 | 27,761,000 | 7.32% | ||
| 7 | ISHARES TR | 268,361 | 24,660,000 | 6.50% | ||
| 8 | ISHARES TR | 518,459 | 17,814,000 | 4.70% | ||
| 9 | LIBERTY GLOBAL PLC LILAC SHS CL A | 366,061 | 11,809,000 | 3.11% | ||
| 10 | LUMOS NETWORKS CORP | 421,066 | 5,095,000 | 1.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-015553, filed 2016.07.25).
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.
