| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CHEVRON CORP NEW | 1,724 | 166,000 | 0.02% | ||
| 52 | MORGAN STANLEY | 52,006 | 166,000 | 0.02% | ||
| 53 | VANGUARD INDEX FDS | 1,768 | 163,000 | 0.02% | ||
| 54 | SOUTHERN CO | 3,788 | 159,000 | 0.02% | ||
| 55 | SCHWAB U.S. MID-CAP ETF | 3,648 | 156,000 | 0.02% | ||
| 56 | ISHARES RUSSELL 2000 GROWTH ETF | 998 | 154,000 | 0.02% | ||
| 57 | POWERSHARES ETF TRUST II | 6,346 | 151,000 | 0.02% | ||
| 58 | SELECT SECTOR SPDR TR | 6,085 | 148,000 | 0.02% | ||
| 59 | VANGUARD SPECIALIZED FUNDS | 1,844 | 145,000 | 0.02% | ||
| 60 | DOW CHEM CO | 2,746 | 141,000 | 0.02% | ||
| 61 | DOMINION ENERGY INC | 1,979 | 132,000 | 0.02% | ||
| 62 | PROCTER AND GAMBLE CO | 1,670 | 131,000 | 0.02% | ||
| 63 | ISHARES RUSSELL 2000 VALUE ETF | 1,251 | 128,000 | 0.02% | ||
| 64 | WISDOMTREE TR | 1,700 | 125,000 | 0.01% | ||
| 65 | DANAHER CORP DEL | 1,426 | 122,000 | 0.01% | ||
| 66 | VANGUARD LONG-TERM GOVERNMENT BOND ETF | 1,652 | 121,000 | 0.01% | ||
| 67 | VANGUARD INDEX FDS | 882 | 118,000 | 0.01% | ||
| 68 | HOME DEPOT INC | 995 | 111,000 | 0.01% | ||
| 69 | VANGUARD WHITEHALL FDS | 1,543 | 104,000 | 0.01% | ||
| 70 | ISHARES TR | 1,350 | 103,000 | 0.01% | ||
| 71 | PEPSICO INC | 1,094 | 102,000 | 0.01% | ||
| 72 | ISHARES TR | 851 | 100,000 | 0.01% | ||
| 73 | GENERAL ELECTRIC CO | 3,607 | 96,000 | 0.01% | ||
| 74 | SPDR S&P MIDCAP 400 ETF TR | 326 | 89,000 | 0.01% | ||
| 75 | SCHWAB US AGGREGATE BOND ETF | 1,711 | 89,000 | 0.01% | ||
| 76 | ISHARES TR | 1,045 | 89,000 | 0.01% | ||
| 77 | WELLS FARGO & CO NEW | 1,552 | 87,000 | 0.01% | ||
| 78 | INTERNATIONAL BUSINESS MACHS | 525 | 85,000 | 0.01% | ||
| 79 | SELECT SECTOR SPDR TR | 1,133 | 84,000 | 0.01% | ||
| 80 | PHILIP MORRIS INTL INC | 1,045 | 84,000 | 0.01% | ||
| 81 | AMERICAN ELEC PWR INC | 1,540 | 82,000 | 0.01% | ||
| 82 | RYDEX ETF TRUST | 978 | 78,000 | 0.01% | ||
| 83 | SUNTRUST BKS INC | 1,797 | 77,000 | 0.01% | ||
| 84 | DISNEY WALT CO | 648 | 74,000 | 0.01% | ||
| 85 | ALTRIA GROUP INC | 1,428 | 70,000 | 0.01% | ||
| 86 | SPDR SER TR | 907 | 69,000 | 0.01% | ||
| 87 | WESTERN UN CO | 3,400 | 69,000 | 0.01% | ||
| 88 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 1,205 | 65,000 | 0.01% | ||
| 89 | VANGUARD INDEX FDS | 669 | 63,000 | 0.01% | ||
| 90 | JPMORGAN CHASE & CO | 929 | 63,000 | 0.01% | ||
| 91 | MALLINCKRODT PUB LTD CO | 523 | 62,000 | 0.01% | ||
| 92 | NEXTERA ENERGY INC | 600 | 59,000 | 0.01% | ||
| 93 | CARPENTER TECHNOLOGY CORP | 1,500 | 58,000 | 0.01% | ||
| 94 | INTERDIGITAL INC | 1,025 | 58,000 | 0.01% | ||
| 95 | BANK AMER CORP | 3,402 | 58,000 | 0.01% | ||
| 96 | PFIZER INC | 1,712 | 57,000 | 0.01% | ||
| 97 | FIRST CMNTY BANKSHARES INC V | 3,117 | 57,000 | 0.01% | ||
| 98 | DISCOVER FINL SVCS | 995 | 57,000 | 0.01% | ||
| 99 | WAL-MART STORES INC | 773 | 55,000 | 0.01% | ||
| 100 | VANGUARD INDEX FDS | 500 | 54,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001516450-15-000007, filed 2015.08.24).
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.
