| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,227,967 | 252,114,000 | 27.50% | ||
| 2 | ISHARES TR | 2,964,331 | 171,131,000 | 18.66% | ||
| 3 | ISHARES 7-10 YEAR TREASURY BOND ETF | 1,470,848 | 154,174,000 | 16.81% | ||
| 4 | WISDOMTREE TR | 2,102,603 | 104,163,000 | 11.36% | ||
| 5 | JD COM INC ADR | 3,080,766 | 78,375,000 | 8.55% | ||
| 6 | ISHARES TR | 1,619,485 | 56,698,000 | 6.18% | ||
| 7 | CAPITAL BANK | 778,885 | 30,571,000 | 3.33% | ||
| 8 | SPDR S&P 500 ETF TR | 132,527 | 29,624,000 | 3.23% | ||
| 9 | ISHARES TR | 263,151 | 25,447,000 | 2.78% | ||
| 10 | LIBERTY GLOBAL PLC LILAC SHS CL A | 366,061 | 8,039,000 | 0.88% | ||
| 11 | LUMOS NETWORKS CORP | 421,066 | 6,577,000 | 0.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001540, filed 2017.02.08).
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.
