| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MEDTRONIC PLC | 8,487 | 636,000 | 0.18% | ||
| 52 | ISHARES TR | 8,047 | 628,000 | 0.18% | ||
| 53 | MOODYS CORP | 6,478 | 625,000 | 0.18% | ||
| 54 | CAPITAL ONE FINL CORP | 8,962 | 621,000 | 0.18% | ||
| 55 | JPMORGAN CHASE & CO | 10,420 | 617,000 | 0.18% | ||
| 56 | LYONDELLBASELL INDUSTRIES N | 7,124 | 610,000 | 0.17% | ||
| 57 | DR PEPPER SNAPPLE GROUP INC | 6,698 | 599,000 | 0.17% | ||
| 58 | BLACKSTONE GROUP L P | 20,913 | 587,000 | 0.17% | ||
| 59 | DISCOVER FINL SVCS | 11,461 | 584,000 | 0.17% | ||
| 60 | EXXON MOBIL CORP | 6,961 | 582,000 | 0.17% | ||
| 61 | ISHARES RUSSELL 2000 VALUE ETF | 6,237 | 581,000 | 0.16% | ||
| 62 | GENERAL ELECTRIC CO | 18,271 | 581,000 | 0.16% | ||
| 63 | ENTERPRISE PRODS PARTNERS L | 23,109 | 569,000 | 0.16% | ||
| 64 | BLACKROCK INC | 1,654 | 563,000 | 0.16% | ||
| 65 | WISDOMTREE TR | 7,424 | 560,000 | 0.16% | ||
| 66 | ALLIANT ENERGY CORP | 7,127 | 529,000 | 0.15% | ||
| 67 | POWERSHARES ETF TR II | 13,062 | 527,000 | 0.15% | ||
| 68 | PEPSICO INC | 5,060 | 519,000 | 0.15% | ||
| 69 | INTL PAPER CO | 12,341 | 506,000 | 0.14% | ||
| 70 | ABBOTT LABS | 11,462 | 479,000 | 0.14% | ||
| 71 | AT&T INC | 12,161 | 476,000 | 0.14% | ||
| 72 | STATE STR CORP | 8,007 | 469,000 | 0.13% | ||
| 73 | EATON CORP PLC | 7,415 | 464,000 | 0.13% | ||
| 74 | LAZARD LTD | 11,840 | 459,000 | 0.13% | ||
| 75 | SCHWAB U.S. MID-CAP ETF | 11,132 | 452,000 | 0.13% | ||
| 76 | ISHARES RUSSELL 2000 GROWTH ETF | 3,325 | 441,000 | 0.13% | ||
| 77 | WALGREENS BOOTS ALLIANCE INC | 4,751 | 400,000 | 0.11% | ||
| 78 | ISHARES TR | 4,785 | 391,000 | 0.11% | ||
| 79 | VANGUARD WHITEHALL FDS | 5,381 | 372,000 | 0.11% | ||
| 80 | ISHARES TR CONSER ALLOC ETF | 11,125 | 359,000 | 0.10% | ||
| 81 | VISA INC | 4,484 | 343,000 | 0.10% | ||
| 82 | PHILIP MORRIS INTL INC | 3,447 | 338,000 | 0.10% | ||
| 83 | UNITEDHEALTH GROUP INC | 2,623 | 338,000 | 0.10% | ||
| 84 | SPDR SER TR | 3,944 | 315,000 | 0.09% | ||
| 85 | WELLS FARGO & CO NEW | 6,397 | 309,000 | 0.09% | ||
| 86 | SELECT SECTOR SPDR TR | 6,932 | 307,000 | 0.09% | ||
| 87 | ALTRIA GROUP INC | 4,775 | 299,000 | 0.08% | ||
| 88 | VANGUARD BD INDEX FDS | 3,583 | 297,000 | 0.08% | ||
| 89 | INTERNATIONAL BUSINESS MACHS | 1,959 | 297,000 | 0.08% | ||
| 90 | FIDELITY NATL INFORMATION SV | 4,604 | 291,000 | 0.08% | ||
| 91 | SPDR DOW JONES INDL AVRG ETF | 1,637 | 289,000 | 0.08% | ||
| 92 | ISHARES RUSSELL 1000 ETF | 2,417 | 276,000 | 0.08% | ||
| 93 | JOHNSON & JOHNSON | 2,506 | 271,000 | 0.08% | ||
| 94 | HUMANA INC | 1,392 | 255,000 | 0.07% | ||
| 95 | GILEAD SCIENCES INC | 2,768 | 254,000 | 0.07% | ||
| 96 | ISHARES TR | 4,027 | 230,000 | 0.07% | ||
| 97 | ISHARES TR | 2,008 | 230,000 | 0.07% | ||
| 98 | BERKSHIRE HATHAWAY INC DEL | 1,599 | 227,000 | 0.06% | ||
| 99 | GLOBAL PMTS INC | 3,460 | 226,000 | 0.06% | ||
| 100 | CVS HEALTH CORP | 2,088 | 217,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-16-009326, filed 2016.05.02).
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.
