| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | NUVEEN AMT FREE QLTY MUN INC | 124,376 | 1,866,000 | 0.52% | ||
| 52 | CVS HEALTH CORP | 19,098 | 1,828,000 | 0.51% | ||
| 53 | ISHARES MSCI ACWI EX US IDX FD | 43,587 | 1,698,000 | 0.47% | ||
| 54 | CHEVRON CORP NEW | 15,145 | 1,588,000 | 0.44% | ||
| 55 | AT&T INC | 36,534 | 1,579,000 | 0.44% | ||
| 56 | COMCAST CORP NEW | 24,113 | 1,572,000 | 0.43% | ||
| 57 | FIRST TR MORNINGSTAR DIV LEA | 57,835 | 1,552,000 | 0.43% | ||
| 58 | SCHWAB U.S. BROAD MARKET ETF | 29,788 | 1,498,000 | 0.41% | ||
| 59 | WISDOMTREE TR | 39,982 | 1,416,000 | 0.39% | ||
| 60 | MCDONALDS CORP | 11,409 | 1,373,000 | 0.38% | ||
| 61 | VANGUARD WHITEHALL FDS | 17,772 | 1,270,000 | 0.35% | ||
| 62 | ISHARES TR | 10,600 | 1,219,000 | 0.34% | ||
| 63 | WAL-MART STORES INC | 16,698 | 1,219,000 | 0.34% | ||
| 64 | ALPHABET INC | 1,723 | 1,192,000 | 0.33% | ||
| 65 | ISHARES RUSSELL 3000 ETF | 9,353 | 1,160,000 | 0.32% | ||
| 66 | ALPHABET INC | 1,526 | 1,074,000 | 0.30% | ||
| 67 | AMERICAN CAPITAL AGENCY CORP | 53,831 | 1,067,000 | 0.29% | ||
| 68 | JPMORGAN CHASE & CO | 16,979 | 1,055,000 | 0.29% | ||
| 69 | INTERNATIONAL BUSINESS MACHS | 6,722 | 1,020,000 | 0.28% | ||
| 70 | WELLS FARGO & CO NEW | 20,205 | 956,000 | 0.26% | ||
| 71 | WISDOMTREE TR | 9,453 | 846,000 | 0.23% | ||
| 72 | WISDOMTREE TR | 23,057 | 840,000 | 0.23% | ||
| 73 | PROSHARES TR | 25,000 | 792,000 | 0.22% | ||
| 74 | COCA COLA CO | 17,033 | 772,000 | 0.21% | ||
| 75 | F N B CORP COM | 60,654 | 761,000 | 0.21% | ||
| 76 | ISHARES | 18,916 | 757,000 | 0.21% | ||
| 77 | WHOLE FOODS | 22,800 | 730,000 | 0.20% | ||
| 78 | DEERE & CO | 8,842 | 717,000 | 0.20% | ||
| 79 | ISHARES TR | 17,534 | 699,000 | 0.19% | ||
| 80 | NEXTERA ENERGY INC | 5,300 | 691,000 | 0.19% | ||
| 81 | ARCH CAPITAL GROUP LTD SHS | 9,261 | 667,000 | 0.18% | ||
| 82 | VANGUARD INTL EQUITY INDEX F | 14,925 | 640,000 | 0.18% | ||
| 83 | VERIZON COMMUNICATIONS INC | 11,332 | 633,000 | 0.17% | ||
| 84 | MERCK & CO INC | 10,309 | 594,000 | 0.16% | ||
| 85 | ISHARES TR | 5,170 | 589,000 | 0.16% | ||
| 86 | BANK NEW YORK MELLON CORP | 13,963 | 542,000 | 0.15% | ||
| 87 | HOME DEPOT INC | 4,245 | 542,000 | 0.15% | ||
| 88 | MICROSOFT CORP | 10,554 | 540,000 | 0.15% | ||
| 89 | EOG RES INC | 6,400 | 534,000 | 0.15% | ||
| 90 | SPDR S&P 500 ETF TR | 2,490 | 522,000 | 0.14% | ||
| 91 | HONEYWELL INTL INC | 4,268 | 496,000 | 0.14% | ||
| 92 | PHILIP MORRIS INTL INC | 4,791 | 487,000 | 0.13% | ||
| 93 | CISCO SYS INC | 15,956 | 458,000 | 0.13% | ||
| 94 | MYLAN N V | 10,420 | 451,000 | 0.12% | ||
| 95 | TARGET CORP | 6,439 | 450,000 | 0.12% | ||
| 96 | VANGUARD BD INDEX FDS | 5,301 | 447,000 | 0.12% | ||
| 97 | GOLDMAN SACHS GROUP INC | 2,966 | 441,000 | 0.12% | ||
| 98 | SPDR DOW JONES REIT ETF | 4,414 | 439,000 | 0.12% | ||
| 99 | BRISTOL MYERS SQUIBB CO | 5,859 | 431,000 | 0.12% | ||
| 100 | CATERPILLAR INC | 5,601 | 425,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568068-16-000007, filed 2016.07.25).
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.
