| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | VANGUARD INDEX FDS | 13,082 | 1,687,000 | 0.63% | ||
| 102 | CHEVRON CORP NEW | 15,258 | 1,796,000 | 0.67% | ||
| 103 | VANGUARD INTL EQUITY INDEX F | 50,326 | 1,801,000 | 0.67% | ||
| 104 | Commerce Union Bancshares Inc | 100,162 | 2,154,000 | 0.80% | ||
| 105 | ISHARES INC | 53,791 | 2,283,000 | 0.85% | ||
| 106 | VANGUARD SCOTTSDALE FDS | 29,335 | 2,514,000 | 0.93% | ||
| 107 | VANGUARD INDEX FDS | 12,291 | 2,523,000 | 0.94% | ||
| 108 | VANGUARD INDEX FDS | 27,322 | 2,541,000 | 0.94% | ||
| 109 | ISHARES TR | 19,942 | 2,689,000 | 1.00% | ||
| 110 | SCHWAB US AGGREGATE BOND ETF | 52,929 | 2,726,000 | 1.01% | ||
| 111 | VANGUARD INDEX FDS | 23,391 | 3,079,000 | 1.14% | ||
| 112 | SPDR S&P 500 ETF TR | 14,066 | 3,144,000 | 1.17% | ||
| 113 | SPDR PORTFOLIO AGGREGATE BOND ETF | 87,727 | 4,993,000 | 1.85% | ||
| 114 | ISHARES TR | 138,106 | 7,973,000 | 2.96% | ||
| 115 | VANGUARD TAX-MANAGED FDS | 218,218 | 7,974,000 | 2.96% | ||
| 116 | ServisFirst Bancshares Inc | 330,276 | 12,366,000 | 4.59% | ||
| 117 | VANGUARD INDEX FDS | 263,740 | 29,402,000 | 10.92% | ||
| 118 | VANGUARD INDEX FDS | 330,972 | 34,974,000 | 12.99% | ||
| 119 | VANGUARD INDEX FDS | 391,354 | 38,036,000 | 14.13% | ||
| 120 | ISHARES TR | 496,367 | 53,637,000 | 19.93% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-17-000001, filed 2017.01.24).
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.
