| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | JPMorgan Chase & Co | 162,012 | 10,788,000 | 2.52% | ||
| 152 | WAL-MART STORES INC | 150,607 | 10,862,000 | 2.53% | ||
| 153 | ALPHABET INC. CLASS C | 14,157 | 11,004,000 | 2.57% | ||
| 154 | BOEING CO | 87,431 | 11,518,000 | 2.69% | ||
| 155 | ALPS ETF TR ALERIAN MLP | 946,773 | 12,015,000 | 2.80% | ||
| 156 | INTEL CORP | 336,860 | 12,716,000 | 2.97% | ||
| 157 | MICROSOFT CORP | 235,504 | 13,565,000 | 3.16% | ||
| 158 | BERKSHIRE HATHAWAY INC DEL | 95,408 | 13,784,000 | 3.22% | ||
| 159 | JOHNSON & JOHNSON | 116,973 | 13,818,000 | 3.22% | ||
| 160 | Exxon Mobil Corp | 164,459 | 14,354,000 | 3.35% | ||
| 161 | APPLE INC | 146,495 | 16,561,000 | 3.86% | ||
| 162 | SPDR S&P 500 Fund | 224,880 | 48,642,000 | 11.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001537703-16-000015, filed 2016.11.14).
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.
