| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VERIZON COMMUNICATIONS INC | 7,887 | 410,000 | 0.17% | ||
| 52 | MEDTRONIC PLC | 5,340 | 461,000 | 0.19% | ||
| 53 | VISA INC | 5,726 | 474,000 | 0.20% | ||
| 54 | HOME DEPOT INC | 3,822 | 492,000 | 0.21% | ||
| 55 | WELLS FARGO & CO NEW | 11,164 | 494,000 | 0.21% | ||
| 56 | MICROSOFT CORP | 8,735 | 503,000 | 0.21% | ||
| 57 | WAL-MART STORES INC | 7,216 | 520,000 | 0.22% | ||
| 58 | SCHWAB US TIPS ETF | 9,419 | 538,000 | 0.22% | ||
| 59 | KIMBERLY CLARK CORP | 4,339 | 547,000 | 0.23% | ||
| 60 | PROCTER AND GAMBLE CO | 6,264 | 562,000 | 0.23% | ||
| 61 | ISHARES TR | 12,106 | 575,000 | 0.24% | ||
| 62 | ISHARES TR | 10,677 | 589,000 | 0.25% | ||
| 63 | JOHNSON & JOHNSON | 5,487 | 648,000 | 0.27% | ||
| 64 | AT&T INC | 16,184 | 657,000 | 0.27% | ||
| 65 | ENSTAR GROUP LIMITED COM | 4,100 | 674,000 | 0.28% | ||
| 66 | EXXON MOBIL CORP | 8,750 | 764,000 | 0.32% | ||
| 67 | GENERAL ELECTRIC CO | 27,126 | 803,000 | 0.34% | ||
| 68 | VANGUARD INDEX FDS | 6,503 | 857,000 | 0.36% | ||
| 69 | ISHARES TR | 8,100 | 922,000 | 0.38% | ||
| 70 | VANGUARD INTL EQUITY INDEX F | 9,325 | 928,000 | 0.39% | ||
| 71 | COCA COLA CO | 22,750 | 963,000 | 0.40% | ||
| 72 | PROASSURANCE CORP COM | 19,698 | 1,034,000 | 0.43% | ||
| 73 | ISHARES TR | 25,315 | 1,042,000 | 0.44% | ||
| 74 | VANGUARD ADMIRAL FDS INC | 10,321 | 1,079,000 | 0.45% | ||
| 75 | APPLE COMPUTER INC | 9,995 | 1,130,000 | 0.47% | ||
| 76 | ISHARES TR | 20,491 | 1,212,000 | 0.51% | ||
| 77 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 23,054 | 1,281,000 | 0.53% | ||
| 78 | VANGUARD INDEX FDS | 12,145 | 1,344,000 | 0.56% | ||
| 79 | ISHARES MSCI EAFE SMALL CAP IDX FD | 26,870 | 1,408,000 | 0.59% | ||
| 80 | ISHARES TR | 10,766 | 1,432,000 | 0.60% | ||
| 81 | ISHARES TR | 40,448 | 1,460,000 | 0.61% | ||
| 82 | SOUTHERN CO | 29,303 | 1,503,000 | 0.63% | ||
| 83 | ORACLE CORP | 38,974 | 1,531,000 | 0.64% | ||
| 84 | CHEVRON CORP NEW | 14,945 | 1,538,000 | 0.64% | ||
| 85 | VANGUARD INDEX FDS | 12,762 | 1,559,000 | 0.65% | ||
| 86 | Commerce Union Bancshares Inc | 100,662 | 1,993,000 | 0.83% | ||
| 87 | VANGUARD INTL EQUITY INDEX F | 54,018 | 2,033,000 | 0.85% | ||
| 88 | VANGUARD INDEX FDS | 24,655 | 2,145,000 | 0.90% | ||
| 89 | ISHARES INC | 47,378 | 2,161,000 | 0.90% | ||
| 90 | VANGUARD SCOTTSDALE FDS | 26,337 | 2,359,000 | 0.98% | ||
| 91 | VANGUARD INDEX FDS | 12,205 | 2,425,000 | 1.01% | ||
| 92 | ISHARES TR | 20,109 | 2,498,000 | 1.04% | ||
| 93 | ServisFirst Bancshares Inc | 51,940 | 2,696,000 | 1.13% | ||
| 94 | SPDR S&P 500 ETF TR | 12,607 | 2,727,000 | 1.14% | ||
| 95 | SCHWAB US AGGREGATE BOND ETF | 52,467 | 2,816,000 | 1.18% | ||
| 96 | VANGUARD INDEX FDS | 22,907 | 2,965,000 | 1.24% | ||
| 97 | SPDR PORTFOLIO AGGREGATE BOND ETF | 78,218 | 4,634,000 | 1.93% | ||
| 98 | VANGUARD TAX-MANAGED FDS | 200,003 | 7,482,000 | 3.12% | ||
| 99 | VANGUARD INDEX FDS | 262,658 | 29,494,000 | 12.31% | ||
| 100 | VANGUARD INDEX FDS | 330,100 | 35,119,000 | 14.66% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-16-000009, filed 2016.10.27).
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.
