| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | WISDOMTREE TR | 47 | 1,000 | 0.00% | ||
| 102 | UNITED DEV FDG IV COM | 310 | 1,000 | 0.00% | ||
| 103 | SPDR SERIES TRUST PRTFLO S&P500 GW ETF | 11 | 1,000 | 0.00% | ||
| 104 | TESLA INC | 2 | 0 | 0.00% | ||
| 105 | ISHARES TR | 1 | 0 | 0.00% | ||
| 106 | ISHARES TR | 5 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-011502, filed 2016.10.11).
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.