| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 531,718 | 57,644,000 | 31.15% | ||
| 2 | POWERSHARES ETF TRUST | 394,266 | 40,400,000 | 21.83% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 124,868 | 13,782,000 | 7.45% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 350,254 | 13,765,000 | 7.44% | ||
| 5 | POWERSHARES ETF TR II | 664,018 | 13,174,000 | 7.12% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 276,414 | 10,979,000 | 5.93% | ||
| 7 | POWERSHARES ETF TRUST | 83,043 | 9,668,000 | 5.22% | ||
| 8 | POWERSHARES ETF TR II | 231,753 | 9,291,000 | 5.02% | ||
| 9 | VANGUARD INDEX FDS | 24,573 | 2,981,000 | 1.61% | ||
| 10 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL EMERG | 65,634 | 1,735,000 | 0.94% | ||
| 11 | TOTAL SYS SVCS INC | 31,615 | 1,690,000 | 0.91% | ||
| 12 | SYNOVUS FINL CORP | 32,669 | 1,340,000 | 0.72% | ||
| 13 | VULCAN MATLS CO | 7,095 | 855,000 | 0.46% | ||
| 14 | ServisFirst Bancshares Inc | 21,355 | 777,000 | 0.42% | ||
| 15 | GENERAL ELECTRIC CO | 19,857 | 592,000 | 0.32% | ||
| 16 | UNITEDHEALTH GROUP INC | 3,270 | 536,000 | 0.29% | ||
| 17 | EXXON MOBIL CORP | 6,232 | 511,000 | 0.28% | ||
| 18 | SOUTHERN CO | 10,073 | 501,000 | 0.27% | ||
| 19 | PROASSURANCE CORP COM | 8,294 | 500,000 | 0.27% | ||
| 20 | JOHNSON & JOHNSON | 3,870 | 482,000 | 0.26% | ||
| 21 | AT&T INC | 9,279 | 386,000 | 0.21% | ||
| 22 | 3M CO | 1,857 | 355,000 | 0.19% | ||
| 23 | PFIZER INC | 10,330 | 353,000 | 0.19% | ||
| 24 | PHILIP MORRIS INTL INC | 2,547 | 288,000 | 0.16% | ||
| 25 | BERKSHIRE HATHAWAY INC DEL | 1,668 | 278,000 | 0.15% | ||
| 26 | INTERNATIONAL BUSINESS MACHS | 1,569 | 273,000 | 0.15% | ||
| 27 | WELLS FARGO & CO NEW | 4,891 | 272,000 | 0.15% | ||
| 28 | MCDONALDS CORP | 2,028 | 263,000 | 0.14% | ||
| 29 | NATIONAL COMM CORP COM | 7,057 | 258,000 | 0.14% | ||
| 30 | COCA COLA CO | 5,620 | 239,000 | 0.13% | ||
| 31 | MICROSOFT CORP | 3,580 | 236,000 | 0.13% | ||
| 32 | INTEL CORP | 6,331 | 228,000 | 0.12% | ||
| 33 | WAL-MART STORES INC | 2,794 | 201,000 | 0.11% | ||
| 34 | HUNTINGTON BANCSHARES INC | 11,424 | 153,000 | 0.08% | ||
| 35 | Tracon Pharmaceuticals Inc | 21,318 | 80,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001106, filed 2017.05.05).
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.
