| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | COMCAST CORP NEW | 53,032 | 3,458,000 | 1.62% | ||
| 102 | HORMEL FOODS CORP | 104,802 | 3,836,000 | 1.80% | ||
| 103 | VANGUARD TAX-MANAGED FDS | 117,060 | 4,139,000 | 1.94% | ||
| 104 | NORFOLK SOUTHERN CORP | 48,647 | 4,141,000 | 1.94% | ||
| 105 | VANGUARD WORLD FDS | 42,000 | 4,302,000 | 2.02% | ||
| 106 | VANGUARD INDEX FDS | 40,142 | 4,304,000 | 2.02% | ||
| 107 | VANGUARD INTL EQUITY INDEX F | 94,683 | 5,495,000 | 2.58% | ||
| 108 | VANGUARD WORLD FD | 60,342 | 5,740,000 | 2.69% | ||
| 109 | MURPHY USA INC COM | 88,991 | 6,598,000 | 3.10% | ||
| 110 | ISHARES TR | 151,401 | 8,511,000 | 3.99% | ||
| 111 | VANGUARD INDEX FDS | 47,111 | 9,055,000 | 4.25% | ||
| 112 | KAYNE ANDERSON MLP INVT CO | 483,991 | 9,847,000 | 4.62% | ||
| 113 | SCHWAB INTERNATIONAL EQUITY ETF | 380,962 | 10,327,000 | 4.85% | ||
| 114 | MURPHY OIL | 392,596 | 12,465,000 | 5.85% | ||
| 115 | WISDOMTREE TR | 511,650 | 19,842,000 | 9.31% | ||
| 116 | SPDR S&P 500 ETF TR | 142,910 | 29,935,000 | 14.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003654, filed 2016.08.03).
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.
