| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 349,214 | 37,722,000 | 19.08% | ||
| 2 | VANGUARD INDEX FDS | 394,151 | 36,226,000 | 18.32% | ||
| 3 | VANGUARD INDEX FDS | 279,887 | 29,279,000 | 14.81% | ||
| 4 | ISHARES TR | 203,355 | 24,750,000 | 12.52% | ||
| 5 | VANGUARD INDEX FDS | 69,116 | 13,077,000 | 6.61% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 222,119 | 8,847,000 | 4.47% | ||
| 7 | VANGUARD INDEX FDS | 22,729 | 3,016,000 | 1.53% | ||
| 8 | SERVISFIRST BANCSHARES INC COM | 77,877 | 2,569,000 | 1.30% | ||
| 9 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 44,074 | 2,396,000 | 1.21% | ||
| 10 | ISHARES TR | 37,076 | 2,379,000 | 1.20% | ||
| 11 | ORACLE CORP | 45,814 | 1,977,000 | 1.00% | ||
| 12 | ISHARES TR | 17,387 | 1,937,000 | 0.98% | ||
| 13 | ISHARES TR | 14,564 | 1,907,000 | 0.96% | ||
| 14 | SCHWAB US AGGREGATE BOND ETF | 32,862 | 1,739,000 | 0.88% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 14,400 | 1,429,000 | 0.72% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 34,339 | 1,403,000 | 0.71% | ||
| 17 | SPDR S&P 500 ETF TR | 6,445 | 1,330,000 | 0.67% | ||
| 18 | CHEVRON CORP NEW | 12,019 | 1,262,000 | 0.64% | ||
| 19 | ISHARES | 26,192 | 1,069,000 | 0.54% | ||
| 20 | ISHARES TR | 7,719 | 960,000 | 0.49% | ||
| 21 | ISHARES TR | 11,273 | 891,000 | 0.45% | ||
| 22 | VANGUARD INDEX FDS | 6,923 | 849,000 | 0.43% | ||
| 23 | ISHARES | 22,070 | 787,000 | 0.40% | ||
| 24 | EXXON MOBIL CORP | 8,616 | 732,000 | 0.37% | ||
| 25 | SOUTHERN CO | 15,662 | 694,000 | 0.35% | ||
| 26 | COCA COLA CO | 16,768 | 680,000 | 0.34% | ||
| 27 | PROASSURANCE CORP COM | 13,132 | 603,000 | 0.30% | ||
| 28 | ISHARES TR | 5,243 | 596,000 | 0.30% | ||
| 29 | ENSTAR GROUP LIMITED COM | 4,100 | 582,000 | 0.29% | ||
| 30 | GENERAL ELECTRIC CO | 19,844 | 492,000 | 0.25% | ||
| 31 | KIMBERLY CLARK CORP | 4,279 | 458,000 | 0.23% | ||
| 32 | NUVEEN S&P 500 BUY-WRITE INC | 32,130 | 411,000 | 0.21% | ||
| 33 | VANGUARD INDEX FDS | 4,518 | 381,000 | 0.19% | ||
| 34 | AT&T INC | 11,255 | 367,000 | 0.19% | ||
| 35 | ISHARES RUSSELL 1000 ETF | 3,142 | 364,000 | 0.18% | ||
| 36 | BERKSHIRE HATHAWAY INC DEL | 2,399 | 346,000 | 0.17% | ||
| 37 | ISHARES TR | 1,981 | 343,000 | 0.17% | ||
| 38 | WAL-MART STORES INC | 4,163 | 342,000 | 0.17% | ||
| 39 | APPLE INC | 2,260 | 281,000 | 0.14% | ||
| 40 | ISHARES TR S&P 100 ETF | 3,107 | 280,000 | 0.14% | ||
| 41 | BOEING CO | 1,751 | 263,000 | 0.13% | ||
| 42 | ISHARES TR | 2,568 | 254,000 | 0.13% | ||
| 43 | SCHWAB US TIPS ETF | 4,422 | 243,000 | 0.12% | ||
| 44 | PROCTER AND GAMBLE CO | 2,870 | 235,000 | 0.12% | ||
| 45 | ISHARES | 6,954 | 230,000 | 0.12% | ||
| 46 | JOHNSON & JOHNSON | 2,080 | 209,000 | 0.11% | ||
| 47 | PLAINS ALL AMERN PIPELINE L | 4,241 | 207,000 | 0.10% | ||
| 48 | VULCAN MATLS CO | 2,449 | 206,000 | 0.10% | ||
| 49 | VERIZON COMMUNICATIONS INC | 4,012 | 195,000 | 0.10% | ||
| 50 | REGIONS FINANCIAL CORP NEW | 18,998 | 180,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-15-000002, filed 2015.05.07).
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.
