| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | KIMBERLY CLARK CORP | 4,339 | 597,000 | 0.27% | ||
| 52 | APPLE COMPUTER INC | 6,790 | 649,000 | 0.29% | ||
| 53 | ENSTAR GROUP LIMITED COM | 4,100 | 664,000 | 0.30% | ||
| 54 | PROASSURANCE CORP COM | 13,132 | 703,000 | 0.32% | ||
| 55 | AT&T INC | 16,272 | 703,000 | 0.32% | ||
| 56 | VANGUARD INDEX FDS | 5,970 | 740,000 | 0.34% | ||
| 57 | EXXON MOBIL CORP | 8,745 | 820,000 | 0.37% | ||
| 58 | GENERAL ELECTRIC CO | 27,126 | 854,000 | 0.39% | ||
| 59 | HURON CONSULTING | 14,243 | 861,000 | 0.39% | ||
| 60 | VANGUARD INTL EQUITY INDEX F | 9,446 | 879,000 | 0.40% | ||
| 61 | ISHARES TR | 22,474 | 900,000 | 0.41% | ||
| 62 | COCA COLA CO | 22,318 | 1,012,000 | 0.46% | ||
| 63 | ISHARES TR | 8,252 | 1,013,000 | 0.46% | ||
| 64 | VANGUARD INDEX FDS | 10,849 | 1,143,000 | 0.52% | ||
| 65 | ISHARES TR | 20,576 | 1,149,000 | 0.52% | ||
| 66 | ISHARES TR | 32,569 | 1,150,000 | 0.52% | ||
| 67 | ISHARES MSCI EAFE SMALL CAP IDX FD | 23,835 | 1,150,000 | 0.52% | ||
| 68 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 23,355 | 1,307,000 | 0.59% | ||
| 69 | ISHARES TR | 10,917 | 1,398,000 | 0.63% | ||
| 70 | VANGUARD INDEX FDS | 13,186 | 1,525,000 | 0.69% | ||
| 71 | SOUTHERN CO | 29,303 | 1,572,000 | 0.71% | ||
| 72 | CHEVRON CORP NEW | 16,117 | 1,690,000 | 0.77% | ||
| 73 | SPDR S&P 500 ETF TR | 8,164 | 1,710,000 | 0.78% | ||
| 74 | VANGUARD INDEX FDS | 20,253 | 1,721,000 | 0.78% | ||
| 75 | ORACLE CORP | 42,874 | 1,755,000 | 0.80% | ||
| 76 | ISHARES INC | 42,572 | 1,781,000 | 0.81% | ||
| 77 | VANGUARD SCOTTSDALE FDS | 20,234 | 1,809,000 | 0.82% | ||
| 78 | VANGUARD INTL EQUITY INDEX F | 54,249 | 1,911,000 | 0.87% | ||
| 79 | ISHARES TR | 17,767 | 2,043,000 | 0.93% | ||
| 80 | VANGUARD INDEX FDS | 12,342 | 2,372,000 | 1.08% | ||
| 81 | VANGUARD INDEX FDS | 20,231 | 2,501,000 | 1.13% | ||
| 82 | SCHWAB US AGGREGATE BOND ETF | 52,401 | 2,815,000 | 1.28% | ||
| 83 | SPDR PORTFOLIO AGGREGATE BOND ETF | 62,212 | 3,696,000 | 1.68% | ||
| 84 | ServisFirst Bancshares Inc | 81,930 | 4,047,000 | 1.84% | ||
| 85 | VANGUARD TAX-MANAGED FDS | 153,018 | 5,411,000 | 2.45% | ||
| 86 | VANGUARD INDEX FDS | 260,563 | 27,932,000 | 12.67% | ||
| 87 | VANGUARD INDEX FDS | 331,598 | 33,787,000 | 15.32% | ||
| 88 | VANGUARD INDEX FDS | 392,795 | 34,990,000 | 15.87% | ||
| 89 | ISHARES TR | 479,899 | 54,044,000 | 24.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-16-000008, filed 2016.07.13).
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.
