| # | % | |||||
|---|---|---|---|---|---|---|
| 351 | COCA COLA CO | 17,172 | 674,000 | 0.41% | ||
| 352 | SOUTHERN CO | 16,862 | 707,000 | 0.43% | ||
| 353 | EXXON MOBIL CORP | 8,720 | 726,000 | 0.45% | ||
| 354 | ISHARES TR | 19,706 | 799,000 | 0.49% | ||
| 355 | ISHARES TR | 7,372 | 920,000 | 0.57% | ||
| 356 | VANGUARD INDEX FDS | 8,356 | 1,015,000 | 0.62% | ||
| 357 | VANGUARD INTL EQUITY INDEX F | 10,164 | 1,036,000 | 0.64% | ||
| 358 | CHEVRON CORP NEW | 12,020 | 1,160,000 | 0.71% | ||
| 359 | SPDR S&P 500 ETF TR | 6,234 | 1,283,000 | 0.79% | ||
| 360 | ISHARES TR | 14,000 | 1,523,000 | 0.94% | ||
| 361 | VANGUARD INTL EQUITY INDEX F | 40,248 | 1,645,000 | 1.01% | ||
| 362 | ISHARES TR | 12,772 | 1,647,000 | 1.01% | ||
| 363 | ORACLE CORP | 46,212 | 1,862,000 | 1.15% | ||
| 364 | SCHWAB US AGGREGATE BOND ETF | 36,730 | 1,900,000 | 1.17% | ||
| 365 | ISHARES TR | 16,857 | 1,951,000 | 1.20% | ||
| 366 | ISHARES TR | 37,621 | 2,389,000 | 1.47% | ||
| 367 | ServisFirst Bancshares Inc | 67,884 | 2,550,000 | 1.57% | ||
| 368 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 48,676 | 2,610,000 | 1.61% | ||
| 369 | VANGUARD TAX-MANAGED FDS | 80,545 | 3,194,000 | 1.96% | ||
| 370 | VANGUARD INDEX FDS | 26,140 | 3,331,000 | 2.05% | ||
| 371 | VANGUARD INDEX FDS | 71,561 | 13,514,000 | 8.31% | ||
| 372 | VANGUARD INDEX FDS | 260,913 | 27,931,000 | 17.18% | ||
| 373 | VANGUARD INDEX FDS | 369,848 | 33,497,000 | 20.60% | ||
| 374 | VANGUARD INDEX FDS | 314,982 | 33,568,000 | 20.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-15-000003, filed 2015.08.10).
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.
