| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 639,431 | 52,964,000 | 23.94% | ||
| 2 | VANGUARD INDEX FDS | 378,408 | 35,044,000 | 15.84% | ||
| 3 | VANGUARD INDEX FDS | 255,599 | 23,893,000 | 10.80% | ||
| 4 | VANGUARD INDEX FDS | 69,109 | 11,842,000 | 5.35% | ||
| 5 | ISHARES TR | 145,210 | 9,758,000 | 4.41% | ||
| 6 | ISHARES TR | 124,253 | 5,096,000 | 2.30% | ||
| 7 | SPDR S&P 500 ETF TR | 23,890 | 4,468,000 | 2.02% | ||
| 8 | VANGUARD INDEX FDS | 25,505 | 2,897,000 | 1.31% | ||
| 9 | ROYAL DUTCH SHELL PLC | 36,103 | 2,638,000 | 1.19% | ||
| 10 | ISHARES TR | 20,383 | 2,200,000 | 0.99% | ||
| 11 | ISHARES TR | 17,478 | 2,105,000 | 0.95% | ||
| 12 | EXXON MOBIL CORP | 21,404 | 2,091,000 | 0.95% | ||
| 13 | SPDR DOW JONES INDL AVRG ETF | 10,722 | 1,761,000 | 0.80% | ||
| 14 | SPDR S&P MIDCAP 400 ETF TR | 6,350 | 1,591,000 | 0.72% | ||
| 15 | VANGUARD TAX-MANAGED FDS | 35,088 | 1,448,000 | 0.65% | ||
| 16 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 27,226 | 1,431,000 | 0.65% | ||
| 17 | SOUTHERN CO | 31,238 | 1,373,000 | 0.62% | ||
| 18 | SCHWAB US AGGREGATE BOND ETF | 26,620 | 1,361,000 | 0.62% | ||
| 19 | PROTECTIVE LIFE CO | 23,605 | 1,241,000 | 0.56% | ||
| 20 | GENERAL ELECTRIC CO | 45,728 | 1,184,000 | 0.54% | ||
| 21 | VANGUARD INTL EQUITY INDEX F | 28,818 | 1,169,000 | 0.53% | ||
| 22 | ISHARES TR | 10,316 | 1,156,000 | 0.52% | ||
| 23 | ISHARES TR | 9,298 | 1,087,000 | 0.49% | ||
| 24 | ISHARES TR | 8,959 | 1,042,000 | 0.47% | ||
| 25 | COCA COLA CO | 24,626 | 952,000 | 0.43% | ||
| 26 | VULCAN MATLS CO | 14,094 | 937,000 | 0.42% | ||
| 27 | VANGUARD INDEX FDS | 8,104 | 915,000 | 0.41% | ||
| 28 | KIMBERLY CLARK CORP | 7,784 | 858,000 | 0.39% | ||
| 29 | PROCTER AND GAMBLE CO | 10,072 | 812,000 | 0.37% | ||
| 30 | CONOCOPHILLIPS | 9,770 | 687,000 | 0.31% | ||
| 31 | AT&T INC | 18,517 | 649,000 | 0.29% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 6,030 | 644,000 | 0.29% | ||
| 33 | DOW CHEM CO | 13,065 | 635,000 | 0.29% | ||
| 34 | JPMORGAN CHASE & CO | 9,901 | 601,000 | 0.27% | ||
| 35 | JOHNSON & JOHNSON | 5,951 | 585,000 | 0.26% | ||
| 36 | BERKSHIRE HATHAWAY INC DEL | 4,564 | 570,000 | 0.26% | ||
| 37 | ENSTAR GROUP LIMITED COM | 4,100 | 559,000 | 0.25% | ||
| 38 | MICROSOFT CORP | 13,625 | 559,000 | 0.25% | ||
| 39 | BLACKROCK INC | 1,765 | 555,000 | 0.25% | ||
| 40 | RAYTHEON CO | 5,520 | 545,000 | 0.25% | ||
| 41 | CHEVRON CORP NEW | 4,457 | 530,000 | 0.24% | ||
| 42 | PRUDENTIAL FINL INC | 6,247 | 529,000 | 0.24% | ||
| 43 | WELLS FARGO & CO NEW | 10,615 | 528,000 | 0.24% | ||
| 44 | SPDR SERIES TRUST | 12,476 | 515,000 | 0.23% | ||
| 45 | ISHARES | 13,423 | 467,000 | 0.21% | ||
| 46 | 3M CO | 3,385 | 459,000 | 0.21% | ||
| 47 | HASBRO INC | 8,226 | 458,000 | 0.21% | ||
| 48 | PEPSICO INC | 5,402 | 451,000 | 0.20% | ||
| 49 | MERCK & CO INC | 7,885 | 448,000 | 0.20% | ||
| 50 | BAXTER INTL INC | 5,966 | 439,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-14-000002, filed 2014.04.28).
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.
