| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | GENERAL MTRS CO | 10,105 | 352,000 | 0.05% | ||
| 52 | ISHARES | 9,859 | 261,000 | 0.03% | ||
| 53 | VANGUARD INDEX FDS | 2,159 | 249,000 | 0.03% | ||
| 54 | VANGUARD INTL EQUITY INDEX F | 5,300 | 234,000 | 0.03% | ||
| 55 | BANK AMER CORP | 10,500 | 232,000 | 0.03% | ||
| 56 | CALAMOS STRATEGIC TOTL RETN | 12,850 | 132,000 | 0.02% | ||
| 57 | CBRE CLARION GLOBAL REAL EST | 15,620 | 114,000 | 0.02% | ||
| 58 | BERKSHIRE HATHAWAY INC DEL | 567 | 92,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001534561-17-000002, filed 2017.02.14).
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.
