| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ALPHABET INC | 328 | 256,000 | 0.09% | ||
| 102 | ALLSTATE CORP | 4,035 | 250,000 | 0.09% | ||
| 103 | COSTCO WHSL CORP NEW | 1,530 | 247,000 | 0.09% | ||
| 104 | PPL CORP | 6,919 | 236,000 | 0.08% | ||
| 105 | KROGER CO | 5,572 | 233,000 | 0.08% | ||
| 106 | AMERICAN EXPRESS CO | 3,344 | 232,000 | 0.08% | ||
| 107 | ISHARES TR | 2,141 | 231,000 | 0.08% | ||
| 108 | ALPHABET INC | 298 | 226,000 | 0.08% | ||
| 109 | DFA INV'T TWO YEAR GLOBAL FIXED INCOME | 22,612 | 225,000 | 0.08% | ||
| 110 | DFA FIVE YEAR GLBL FIXED INC PRTF INSTL | 20,560 | 224,000 | 0.08% | ||
| 111 | Chubb Corporation | 1,687 | 223,000 | 0.08% | ||
| 112 | BECTON DICKINSON & CO | 1,440 | 222,000 | 0.08% | ||
| 113 | VANGUARD SCOTTSDALE FDS | 2,800 | 221,000 | 0.08% | ||
| 114 | MICROCHIP TECHNOLOGY | 4,755 | 221,000 | 0.08% | ||
| 115 | SCHLUMBERGER LTD | 3,070 | 215,000 | 0.08% | ||
| 116 | VANGUARD SCOTTSDALE FDS | 2,550 | 214,000 | 0.07% | ||
| 117 | ISHARES RUSSELL 2000 GROWTH ETF | 1,518 | 211,000 | 0.07% | ||
| 118 | EMERSON ELEC CO | 4,280 | 205,000 | 0.07% | ||
| 119 | ISHARES TR | 1,451 | 202,000 | 0.07% | ||
| 120 | REGIONS FINANCIAL CORP NEW | 11,969 | 115,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-013572, filed 2016.02.08).
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.
