| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | JOHNSON & JOHNSON | 28,651 | 2,882,000 | 1.08% | ||
| 252 | BERKSHIRE HATHAWAY INC DEL | 20,130 | 2,905,000 | 1.09% | ||
| 253 | ILLINOIS TOOL WKS INC | 30,141 | 2,928,000 | 1.10% | ||
| 254 | MCDONALDS CORP | 33,560 | 3,270,000 | 1.22% | ||
| 255 | ISHARES TR | 82,606 | 3,315,000 | 1.24% | ||
| 256 | APPLE INC | 26,693 | 3,321,000 | 1.24% | ||
| 257 | EXPRESS SCRIPTS HLDG CO | 41,012 | 3,559,000 | 1.33% | ||
| 258 | EXXON MOBIL CORP | 45,603 | 3,876,000 | 1.45% | ||
| 259 | EGA EMERGING GLOBAL SHS TR | 211,960 | 4,220,000 | 1.58% | ||
| 260 | FISERV INC | 55,037 | 4,370,000 | 1.64% | ||
| 261 | SPDR S&P 500 ETF TR | 21,570 | 4,453,000 | 1.67% | ||
| 262 | SPDR INDEX SHS FDS | 109,798 | 4,756,000 | 1.78% | ||
| 263 | CVS HEALTH CORP | 47,005 | 4,851,000 | 1.82% | ||
| 264 | WALGREENS BOOTS ALLIANCE INC | 63,968 | 5,417,000 | 2.03% | ||
| 265 | SELECT SECTOR SPDR TR | 69,995 | 5,430,000 | 2.03% | ||
| 266 | KAYNE ANDERSON MLP INVT CO | 246,626 | 8,755,000 | 3.28% | ||
| 267 | VANGUARD INTL EQUITY INDEX F | 174,877 | 9,840,000 | 3.68% | ||
| 268 | SCHWAB U.S. REIT ETF | 309,814 | 12,563,000 | 4.70% | ||
| 269 | Tortoise Egy Infrastruct | 302,277 | 12,705,000 | 4.75% | ||
| 270 | PFIZER INC | 1,044,352 | 36,333,000 | 13.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569173-15-000002, filed 2015.05.14).
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.
