| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 577,517 | 59,259,000 | 31.04% | ||
| 2 | POWERSHARES N/C 6/4/18 46137V613 | 443,245 | 44,125,000 | 23.11% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 131,350 | 14,182,000 | 7.43% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 384,014 | 14,032,000 | 7.35% | ||
| 5 | POWERSHARES GLOBAL ETF FTSE RAFI EMERGING | 714,615 | 12,970,000 | 6.79% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 302,540 | 10,825,000 | 5.67% | ||
| 7 | POWERSHARES ETF TRUST | 91,963 | 10,602,000 | 5.55% | ||
| 8 | POWERSHARES ETF TR II | 248,510 | 9,332,000 | 4.89% | ||
| 9 | VANGUARD INDEX FDS | 24,994 | 2,882,000 | 1.51% | ||
| 10 | TOTAL SYS SVCS INC | 32,615 | 1,599,000 | 0.84% | ||
| 11 | SCHWAB FUNDAMENTAL | 65,634 | 1,569,000 | 0.82% | ||
| 12 | VULCAN MATLS CO | 7,095 | 888,000 | 0.47% | ||
| 13 | SYNOVUS FINL CORP COM NEW | 20,912 | 859,000 | 0.45% | ||
| 14 | SERVISFIRST BANCSHARES INC COM | 21,355 | 800,000 | 0.42% | ||
| 15 | GENERAL ELECTRIC CO | 22,323 | 705,000 | 0.37% | ||
| 16 | EXXON MOBIL CORP | 6,232 | 563,000 | 0.29% | ||
| 17 | UNITEDHEALTH GROUP INC | 3,270 | 523,000 | 0.27% | ||
| 18 | PROASSURANCE CORP COM | 9,285 | 522,000 | 0.27% | ||
| 19 | SOUTHERN CO | 10,068 | 495,000 | 0.26% | ||
| 20 | JOHNSON & JOHNSON | 3,992 | 460,000 | 0.24% | ||
| 21 | AT&T INC | 9,529 | 405,000 | 0.21% | ||
| 22 | PFIZER INC | 10,330 | 336,000 | 0.18% | ||
| 23 | 3M CO | 1,857 | 332,000 | 0.17% | ||
| 24 | BERKSHIRE HATHAWAY INC DEL | 1,668 | 272,000 | 0.14% | ||
| 25 | WELLS FARGO & CO NEW | 4,891 | 270,000 | 0.14% | ||
| 26 | INTERNATIONAL BUSINESS MACHS | 1,569 | 260,000 | 0.14% | ||
| 27 | NATIONAL COMM CORP COM | 6,857 | 255,000 | 0.13% | ||
| 28 | MCDONALDS CORP | 2,028 | 247,000 | 0.13% | ||
| 29 | COCA COLA CO | 5,824 | 241,000 | 0.13% | ||
| 30 | INTEL CORP | 6,331 | 230,000 | 0.12% | ||
| 31 | MICROSOFT CORP | 3,580 | 222,000 | 0.12% | ||
| 32 | PHILIP MORRIS INTL INC | 2,307 | 211,000 | 0.11% | ||
| 33 | WAL-MART STORES INC | 2,915 | 201,000 | 0.11% | ||
| 34 | HUNTINGTON BANC | 11,424 | 151,000 | 0.08% | ||
| 35 | Tracon Pharmaceuticals Inc | 21,318 | 104,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000221, filed 2017.01.31).
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.
