| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 506,351 | 54,934,000 | 14.47% | ||
| 2 | VANGUARD INDEX FDS | 399,442 | 40,711,000 | 10.72% | ||
| 3 | VANGUARD INDEX FDS | 336,111 | 37,964,000 | 10.00% | ||
| 4 | VANGUARD INDEX FDS | 266,147 | 32,379,000 | 8.53% | ||
| 5 | ServisFirst Bancshares Inc | 386,645 | 14,066,000 | 3.71% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 230,659 | 9,065,000 | 2.39% | ||
| 7 | SPDR PORTFOLIO AGGREGATE BOND ETF | 93,479 | 5,340,000 | 1.41% | ||
| 8 | VANGUARD INDEX FDS | 34,536 | 4,809,000 | 1.27% | ||
| 9 | APPLE INC | 26,671 | 3,832,000 | 1.01% | ||
| 10 | ORACLE CORP | 79,573 | 3,550,000 | 0.94% | ||
| 11 | SPDR S&P 500 ETF TR | 14,309 | 3,373,000 | 0.89% | ||
| 12 | VANGUARD INDEX FDS | 23,571 | 3,142,000 | 0.83% | ||
| 13 | SCHWAB US AGGREGATE BOND ETF | 56,335 | 2,918,000 | 0.77% | ||
| 14 | GENERAL ELECTRIC CO | 97,055 | 2,892,000 | 0.76% | ||
| 15 | ISHARES INC | 59,066 | 2,823,000 | 0.74% | ||
| 16 | VANGUARD INDEX FDS | 29,428 | 2,807,000 | 0.74% | ||
| 17 | VANGUARD INDEX FDS | 12,908 | 2,793,000 | 0.74% | ||
| 18 | VANGUARD SCOTTSDALE FDS | 32,032 | 2,767,000 | 0.73% | ||
| 19 | ISHARES TR | 19,166 | 2,635,000 | 0.69% | ||
| 20 | WELLS FARGO & CO NEW | 43,858 | 2,441,000 | 0.64% | ||
| 21 | MICROSOFT CORP | 36,649 | 2,414,000 | 0.64% | ||
| 22 | EXXON MOBIL CORP | 29,398 | 2,411,000 | 0.64% | ||
| 23 | CHEVRON CORP NEW | 22,415 | 2,407,000 | 0.63% | ||
| 24 | VULCAN MATLS CO | 18,732 | 2,257,000 | 0.59% | ||
| 25 | Commerce Union Bancshares Inc | 100,162 | 2,179,000 | 0.57% | ||
| 26 | VANGUARD INTL EQUITY INDEX F | 51,597 | 2,049,000 | 0.54% | ||
| 27 | VANGUARD INDEX FDS | 16,554 | 2,034,000 | 0.54% | ||
| 28 | ISHARES TR | 17,620 | 2,025,000 | 0.53% | ||
| 29 | DISNEY WALT CO | 16,973 | 1,925,000 | 0.51% | ||
| 30 | ALPHABET INC | 2,260 | 1,916,000 | 0.50% | ||
| 31 | COCA COLA CO | 45,109 | 1,914,000 | 0.50% | ||
| 32 | ISHARES MSCI EAFE SMALL CAP IDX FD | 33,739 | 1,827,000 | 0.48% | ||
| 33 | JOHNSON & JOHNSON | 13,646 | 1,700,000 | 0.45% | ||
| 34 | PROCTER AND GAMBLE CO | 18,906 | 1,699,000 | 0.45% | ||
| 35 | AT&T INC | 39,723 | 1,650,000 | 0.43% | ||
| 36 | VISA INC | 18,469 | 1,641,000 | 0.43% | ||
| 37 | ISHARES TR | 6,766 | 1,605,000 | 0.42% | ||
| 38 | AMAZON COM INC | 1,784 | 1,582,000 | 0.42% | ||
| 39 | ISHARES TR | 10,360 | 1,538,000 | 0.41% | ||
| 40 | BANK AMER CORP | 65,117 | 1,536,000 | 0.40% | ||
| 41 | AMERICAN EXPRESS CO | 19,179 | 1,517,000 | 0.40% | ||
| 42 | CBS CORP NEW | 21,683 | 1,504,000 | 0.40% | ||
| 43 | ENERGEN CORP COM | 27,483 | 1,496,000 | 0.39% | ||
| 44 | SOUTHERN CO | 29,692 | 1,478,000 | 0.39% | ||
| 45 | 3M CO | 7,566 | 1,448,000 | 0.38% | ||
| 46 | FACEBOOK INC | 10,055 | 1,428,000 | 0.38% | ||
| 47 | GOODYEAR TIRE & RUBR CO | 39,595 | 1,425,000 | 0.38% | ||
| 48 | JPMORGAN CHASE & CO | 16,098 | 1,414,000 | 0.37% | ||
| 49 | LOCKHEED MARTIN CORP | 5,194 | 1,390,000 | 0.37% | ||
| 50 | ISHARES TR | 21,959 | 1,368,000 | 0.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-17-000004, filed 2017.05.08).
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.
