| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | BERKSHIRE HATHAWAY INC DE CL B NEW | 3,261 | 463,000 | 0.28% | ||
| 52 | WAL-MART STORES INC | 7,462 | 511,000 | 0.31% | ||
| 53 | SCHWAB US TIPS ETF | 9,220 | 512,000 | 0.31% | ||
| 54 | JOHNSON & JOHNSON | 4,749 | 514,000 | 0.31% | ||
| 55 | ISHARES TR | 15,603 | 543,000 | 0.33% | ||
| 56 | KIMBERLY CLARK CORP | 4,339 | 584,000 | 0.36% | ||
| 57 | VANGUARD INDEX FDS | 4,976 | 592,000 | 0.36% | ||
| 58 | ISHARES TR | 15,954 | 629,000 | 0.38% | ||
| 59 | PROASSURANCE CORP COM | 13,132 | 664,000 | 0.41% | ||
| 60 | ENSTAR GROUP LIMITED COM | 4,100 | 667,000 | 0.41% | ||
| 61 | PROCTER AND GAMBLE CO | 8,444 | 695,000 | 0.43% | ||
| 62 | AT&T INC | 18,423 | 722,000 | 0.44% | ||
| 63 | APPLE COMPUTER INC | 6,967 | 759,000 | 0.46% | ||
| 64 | EXXON MOBIL CORP | 9,264 | 774,000 | 0.47% | ||
| 65 | GENERAL ELECTRIC CO | 27,633 | 878,000 | 0.54% | ||
| 66 | VANGUARD INTL EQUITY INDEX F | 9,720 | 908,000 | 0.56% | ||
| 67 | VANGUARD INDEX FDS | 8,997 | 917,000 | 0.56% | ||
| 68 | ISHARES MSCI EAFE SMALL CAP IDX FD | 19,528 | 972,000 | 0.59% | ||
| 69 | COCA COLA CO | 22,392 | 1,039,000 | 0.64% | ||
| 70 | SOUTHERN CO | 21,218 | 1,098,000 | 0.67% | ||
| 71 | ISHARES TR | 20,684 | 1,182,000 | 0.72% | ||
| 72 | VANGUARD INDEX FDS | 15,761 | 1,299,000 | 0.79% | ||
| 73 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 23,607 | 1,304,000 | 0.80% | ||
| 74 | VANGUARD SCOTTSDALE FDS | 15,454 | 1,343,000 | 0.82% | ||
| 75 | VANGUARD INDEX FDS | 12,917 | 1,440,000 | 0.88% | ||
| 76 | ISHARES INC | 34,712 | 1,445,000 | 0.88% | ||
| 77 | CHEVRON CORP NEW | 16,065 | 1,533,000 | 0.94% | ||
| 78 | ISHARES TR | 12,731 | 1,579,000 | 0.97% | ||
| 79 | SPDR S&P 500 ETF TR | 8,020 | 1,648,000 | 1.01% | ||
| 80 | ORACLE CORP | 42,572 | 1,742,000 | 1.07% | ||
| 81 | ISHARES TR | 15,452 | 1,836,000 | 1.12% | ||
| 82 | VANGUARD INDEX FDS | 11,426 | 2,155,000 | 1.32% | ||
| 83 | VANGUARD INTL EQUITY INDEX F | 64,201 | 2,220,000 | 1.36% | ||
| 84 | VANGUARD INDEX FDS | 19,799 | 2,400,000 | 1.47% | ||
| 85 | ISHARES TR | 23,710 | 2,623,000 | 1.60% | ||
| 86 | SPDR PORTFOLIO AGGREGATE BOND ETF | 46,011 | 2,694,000 | 1.65% | ||
| 87 | SCHWAB US AGGREGATE BOND ETF | 52,328 | 2,764,000 | 1.69% | ||
| 88 | ISHARES TR | 27,967 | 3,099,000 | 1.90% | ||
| 89 | ServisFirst Bancshares Inc | 81,520 | 3,619,000 | 2.21% | ||
| 90 | VANGUARD TAX-MANAGED FDS | 141,972 | 5,094,000 | 3.12% | ||
| 91 | VANGUARD INDEX FDS | 256,957 | 27,353,000 | 16.74% | ||
| 92 | VANGUARD INDEX FDS | 328,346 | 32,920,000 | 20.14% | ||
| 93 | VANGUARD INDEX FDS | 387,285 | 33,740,000 | 20.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-16-000006, filed 2016.04.20).
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.
