| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | HALLIBURTON | 3,100 | 220,000 | 0.03% | ||
| 202 | PAYCHEX INC | 5,265 | 219,000 | 0.03% | ||
| 203 | AMERICAN ELEC P | 3,900 | 218,000 | 0.03% | ||
| 204 | WISDOMTREE TR | 4,450 | 214,000 | 0.03% | ||
| 205 | WILLIAMS COS INC DEL | 3,600 | 210,000 | 0.03% | ||
| 206 | BP PRUDHOE BAY RTY TR | 2,100 | 208,000 | 0.03% | ||
| 207 | INTUITIVE SURGICAL INC | 495 | 204,000 | 0.03% | ||
| 208 | FORD MTR CO DEL | 11,737 | 202,000 | 0.03% | ||
| 209 | NUVEEN CA QUALTY MUN INCOME | 10,612 | 148,000 | 0.02% | ||
| 210 | UNITEK GLOBAL SVCS INC COM NEW | 268,304 | 110,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001540141-14-000006, filed 2014.08.12).
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.
