| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | COCA COLA CO | 12,102 | 490,000 | 0.49% | ||
| 52 | SELECT SECTOR SPDR TR | 5,150 | 388,000 | 0.39% | ||
| 53 | CHEVRON CORP NEW | 3,686 | 387,000 | 0.39% | ||
| 54 | TRAVELERS COMPANIES INC | 3,455 | 373,000 | 0.37% | ||
| 55 | ANADARKO PETROLE | 4,100 | 339,000 | 0.34% | ||
| 56 | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | 4,510 | 330,000 | 0.33% | ||
| 57 | EMERSON ELEC CO | 5,050 | 285,000 | 0.28% | ||
| 58 | ENTERPRISE PRODS PARTNERS L | 8,500 | 279,000 | 0.28% | ||
| 59 | MERCK & CO INC | 4,750 | 273,000 | 0.27% | ||
| 60 | HALYARD HEALTH INC | 5,493 | 270,000 | 0.27% | ||
| 61 | BERKSHIRE HATHAWAY INC DE CL B NEW | 1,820 | 262,000 | 0.26% | ||
| 62 | ISHARES TR | 4,500 | 239,000 | 0.24% | ||
| 63 | CONOCOPHILLIPS | 3,731 | 232,000 | 0.23% | ||
| 64 | VANGUARD TAX-MANAGED FDS | 5,730 | 228,000 | 0.23% | ||
| 65 | Wells Fargo & Co New | 7,000 | 204,000 | 0.20% | ||
| 66 | Copsync Inc | 50,000 | 6,000 | 0.01% | ||
| 67 | Bluestar Health Inc | 30,000 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001510870-15-000002, filed 2015.04.21).
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.