| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | WISDOMTREE TR | 2,248 | 153,000 | 0.02% | ||
| 52 | PROCTER AND GAMBLE CO | 2,057 | 148,000 | 0.02% | ||
| 53 | POWERSHARES ETF TRUST II | 6,346 | 146,000 | 0.02% | ||
| 54 | SCHWAB U.S. MID-CAP ETF | 3,648 | 142,000 | 0.02% | ||
| 55 | DOMINION ENERGY INC | 1,979 | 139,000 | 0.02% | ||
| 56 | VANGUARD SPECIALIZED FUNDS | 1,844 | 136,000 | 0.02% | ||
| 57 | ISHARES RUSSELL 2000 GROWTH ETF | 998 | 134,000 | 0.02% | ||
| 58 | VANGUARD LONG-TERM GOVERNMENT BOND ETF | 1,652 | 126,000 | 0.02% | ||
| 59 | Van Eck | 4,015 | 123,000 | 0.01% | ||
| 60 | DANAHER CORP DEL | 1,426 | 122,000 | 0.01% | ||
| 61 | DOW CHEM CO | 2,746 | 116,000 | 0.01% | ||
| 62 | HOME DEPOT INC | 995 | 115,000 | 0.01% | ||
| 63 | WISDOMTREE TR | 1,700 | 114,000 | 0.01% | ||
| 64 | ISHARES RUSSELL 2000 VALUE ETF | 1,251 | 113,000 | 0.01% | ||
| 65 | VANGUARD INDEX FDS | 882 | 104,000 | 0.01% | ||
| 66 | VANGUARD INDEX FDS | 1,009 | 98,000 | 0.01% | ||
| 67 | VANGUARD WHITEHALL FDS | 1,543 | 97,000 | 0.01% | ||
| 68 | ISHARES TR | 1,350 | 96,000 | 0.01% | ||
| 69 | PEPSICO INC | 1,012 | 95,000 | 0.01% | ||
| 70 | SELECT SECTOR SPDR TR | 3,932 | 89,000 | 0.01% | ||
| 71 | SCHWAB US AGGREGATE BOND ETF | 1,711 | 89,000 | 0.01% | ||
| 72 | GENERAL ELECTRIC CO | 3,492 | 88,000 | 0.01% | ||
| 73 | AMERICAN ELEC PWR INC | 1,540 | 88,000 | 0.01% | ||
| 74 | PHILIP MORRIS INTL INC | 1,045 | 83,000 | 0.01% | ||
| 75 | ISHARES TR | 761 | 81,000 | 0.01% | ||
| 76 | SPDR S&P MIDCAP 400 ETF TR | 322 | 80,000 | 0.01% | ||
| 77 | ALTRIA GROUP INC | 1,428 | 78,000 | 0.01% | ||
| 78 | INTERNATIONAL BUSINESS MACHS | 528 | 76,000 | 0.01% | ||
| 79 | WELLS FARGO & CO NEW | 1,366 | 70,000 | 0.01% | ||
| 80 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 1,205 | 66,000 | 0.01% | ||
| 81 | SPDR SER TR | 907 | 65,000 | 0.01% | ||
| 82 | DISNEY WALT CO | 620 | 63,000 | 0.01% | ||
| 83 | WESTERN UN CO | 3,400 | 62,000 | 0.01% | ||
| 84 | VANGUARD INDEX FDS | 669 | 59,000 | 0.01% | ||
| 85 | NEXTERA ENERGY INC | 600 | 59,000 | 0.01% | ||
| 86 | MORGAN STANLEY | 1,839 | 58,000 | 0.01% | ||
| 87 | FIRST CMNTY BANKSHARES INC V | 3,117 | 56,000 | 0.01% | ||
| 88 | SUNTRUST BKS INC | 1,442 | 55,000 | 0.01% | ||
| 89 | VANGUARD BD INDEX FDS | 650 | 53,000 | 0.01% | ||
| 90 | JPMORGAN CHASE & CO | 839 | 51,000 | 0.01% | ||
| 91 | BANK AMER CORP | 3,235 | 50,000 | 0.01% | ||
| 92 | VANGUARD INDEX FDS | 500 | 50,000 | 0.01% | ||
| 93 | DISCOVER FINL SVCS | 917 | 48,000 | 0.01% | ||
| 94 | WAL-MART STORES INC | 719 | 47,000 | 0.01% | ||
| 95 | AMERICAN EXPRESS CO | 604 | 45,000 | 0.01% | ||
| 96 | SCHWAB U.S. REIT ETF | 1,186 | 44,000 | 0.01% | ||
| 97 | VANGUARD INDEX FDS | 500 | 42,000 | 0.01% | ||
| 98 | AT&T INC | 1,245 | 41,000 | 0.00% | ||
| 99 | SELECT SECTOR SPDR TR | 600 | 40,000 | 0.00% | ||
| 100 | MCDONALDS CORP | 404 | 40,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001516450-15-000009, filed 2015.11.13).
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.
