| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ISHARES RUSSELL 1000 ETF | 1,095 | 125,000 | 0.04% | ||
| 52 | ISHARES TR | 1,060 | 123,000 | 0.04% | ||
| 53 | ISHARES TR | 709 | 116,000 | 0.03% | ||
| 54 | GENERAL MLS INC | 1,765 | 112,000 | 0.03% | ||
| 55 | PPG INDS INC | 985 | 110,000 | 0.03% | ||
| 56 | JOHNSON & JOHNSON | 1,001 | 108,000 | 0.03% | ||
| 57 | SPDR S&P MIDCAP 400 ETF TR | 367 | 96,000 | 0.03% | ||
| 58 | ISHARES 20 YEAR TREASURY BOND ETF | 700 | 91,000 | 0.03% | ||
| 59 | ORACLE CORP | 2,160 | 88,000 | 0.03% | ||
| 60 | UNION PAC CORP | 1,112 | 88,000 | 0.03% | ||
| 61 | LIBERTY PROP | 2,582 | 86,000 | 0.03% | ||
| 62 | HOME DEPOT INC | 605 | 81,000 | 0.02% | ||
| 63 | SELECT SECTOR SPDR TR | 3,578 | 81,000 | 0.02% | ||
| 64 | WISDOMTREE TR | 1,505 | 78,000 | 0.02% | ||
| 65 | VANGUARD WORLD FDS | 569 | 77,000 | 0.02% | ||
| 66 | BANCO SANTANDER SA | 17,359 | 76,000 | 0.02% | ||
| 67 | NIKE INC | 1,215 | 75,000 | 0.02% | ||
| 68 | COCA COLA CO | 1,526 | 71,000 | 0.02% | ||
| 69 | JPMORGAN CHASE & CO | 1,201 | 71,000 | 0.02% | ||
| 70 | Bank of New York Mellon Corp | 1,886 | 69,000 | 0.02% | ||
| 71 | ISHARES TR | 563 | 67,000 | 0.02% | ||
| 72 | POWERSHARES ETF TRUST | 2,206 | 66,000 | 0.02% | ||
| 73 | ISHARES | 1,200 | 64,000 | 0.02% | ||
| 74 | BRISTOL MYERS SQUIBB CO | 1,000 | 64,000 | 0.02% | ||
| 75 | BOEING CO | 505 | 64,000 | 0.02% | ||
| 76 | DUKE ENERGY CORP NEW | 782 | 63,000 | 0.02% | ||
| 77 | NEXTERA ENERGY INC | 506 | 60,000 | 0.02% | ||
| 78 | POWERSHARES ACTIVE MNG ETF T | 780 | 59,000 | 0.02% | ||
| 79 | VANGUARD INDEX FDS | 566 | 59,000 | 0.02% | ||
| 80 | CATERPILLAR INC | 750 | 57,000 | 0.02% | ||
| 81 | OCCIDENTAL PETE CORP DEL | 812 | 56,000 | 0.02% | ||
| 82 | ISHARES TR | 504 | 56,000 | 0.02% | ||
| 83 | GENERAL ELECTRIC CO | 1,724 | 55,000 | 0.02% | ||
| 84 | THERMO FISHER SCIENTIFIC INC | 390 | 55,000 | 0.02% | ||
| 85 | ISHARES TR | 206 | 54,000 | 0.02% | ||
| 86 | Auto Data Processing | 600 | 54,000 | 0.02% | ||
| 87 | SELECT SECTOR SPDR TR | 1,165 | 52,000 | 0.02% | ||
| 88 | WESTPAC BKG CORP | 2,250 | 52,000 | 0.02% | ||
| 89 | L BRANDS INC | 570 | 50,000 | 0.01% | ||
| 90 | ISHARES TR | 397 | 49,000 | 0.01% | ||
| 91 | PIEDMONT NAT GAS INC | 800 | 48,000 | 0.01% | ||
| 92 | BLACKSTONE GROUP L P | 1,629 | 46,000 | 0.01% | ||
| 93 | ISHARES TR | 579 | 45,000 | 0.01% | ||
| 94 | Investor AB ORD | 1,248 | 44,000 | 0.01% | ||
| 95 | WISDOMTREE TR | 995 | 43,000 | 0.01% | ||
| 96 | Alliance Data Systems | 197 | 43,000 | 0.01% | ||
| 97 | RYDEX ETF TRUST | 348 | 42,000 | 0.01% | ||
| 98 | ABBVIE INC | 728 | 42,000 | 0.01% | ||
| 99 | MCKESSON CORP | 262 | 41,000 | 0.01% | ||
| 100 | ISHARES TR | 360 | 41,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-093616, filed 2016.04.11).
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.
