| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | WISDOMTREE TR | 9,707 | 645,000 | 0.09% | ||
| 52 | VANGUARD WHITEHALL FDS | 8,911 | 643,000 | 0.09% | ||
| 53 | Gramercy PPTY TR Com | 58,807 | 567,000 | 0.08% | ||
| 54 | VANGUARD WORLD FD | 5,306 | 518,000 | 0.08% | ||
| 55 | BARCLAYS BANK PLC | 8,140 | 494,000 | 0.07% | ||
| 56 | HEALTHCARE TR AMER INC | 14,642 | 478,000 | 0.07% | ||
| 57 | VANGUARD TAX-MANAGED FDS | 12,761 | 477,000 | 0.07% | ||
| 58 | INDEXIQ ETF TR | 16,981 | 466,000 | 0.07% | ||
| 59 | BANK AMER CORP | 28,332 | 443,000 | 0.07% | ||
| 60 | ISHARES TR CONSER ALLOC ETF | 12,262 | 409,000 | 0.06% | ||
| 61 | DISNEY WALT CO | 4,264 | 396,000 | 0.06% | ||
| 62 | APPLE INC | 3,246 | 367,000 | 0.05% | ||
| 63 | EXXON MOBIL CORP | 4,115 | 359,000 | 0.05% | ||
| 64 | DU PONT E I DE NEMOURS & CO | 4,842 | 324,000 | 0.05% | ||
| 65 | GENERAL ELECTRIC CO | 10,266 | 304,000 | 0.04% | ||
| 66 | INTEL CORP | 7,324 | 276,000 | 0.04% | ||
| 67 | COLUMBIA PPTY TR INC | 10,241 | 229,000 | 0.03% | ||
| 68 | QUALCOMM INC | 3,264 | 224,000 | 0.03% | ||
| 69 | JOHNSON & JOHNSON | 1,874 | 221,000 | 0.03% | ||
| 70 | AT&T INC | 4,975 | 202,000 | 0.03% | ||
| 71 | MONOGRAM RESIDENTIAL TR INC COM | 11,859 | 126,000 | 0.02% | ||
| 72 | FS KKR CAPITAL CORP COM | 12,800 | 121,000 | 0.02% | ||
| 73 | GAMCO GLOBAL GOLD NAT RES & | 17,646 | 113,000 | 0.02% | ||
| 74 | WORKHORSE GROUP INC | 10,000 | 72,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001542164-16-000011, filed 2016.11.22).
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.
