| # | % | |||||
|---|---|---|---|---|---|---|
| 701 | EATON VANCE TAX-MANAGED GLOBAL COM | 183,309 | 1,609,000 | 0.88% | ||
| 702 | VANGUARD WORLD FD | 20,224 | 1,736,000 | 0.95% | ||
| 703 | NUVEEN S&P 500 BUY-WRITE INC | 136,883 | 1,741,000 | 0.95% | ||
| 704 | GILEAD SCIENCES INC | 19,117 | 1,756,000 | 0.96% | ||
| 705 | AMERICAN INTL GROUP INC | 32,511 | 1,757,000 | 0.96% | ||
| 706 | WISDOMTREE TR | 94,002 | 1,834,000 | 1.00% | ||
| 707 | INTERNATIONAL BUSINESS MACHS | 12,913 | 1,956,000 | 1.07% | ||
| 708 | CITIGROUP INC | 48,139 | 2,010,000 | 1.10% | ||
| 709 | VANGUARD INTL EQUITY INDEX F | 59,871 | 2,070,000 | 1.13% | ||
| 710 | SPDR DOW JONES INDL AVRG ETF | 12,127 | 2,142,000 | 1.17% | ||
| 711 | EXXON MOBIL CORP | 28,107 | 2,349,000 | 1.28% | ||
| 712 | FACEBOOK INC | 22,517 | 2,569,000 | 1.40% | ||
| 713 | BLACKSTONE GROUP L P | 91,717 | 2,573,000 | 1.41% | ||
| 714 | BLACKROCK CORPOR HI YLD FD I | 258,507 | 2,577,000 | 1.41% | ||
| 715 | SELECT SECTOR SPDR TR | 120,421 | 2,709,000 | 1.48% | ||
| 716 | APPLE INC | 28,957 | 3,156,000 | 1.73% | ||
| 717 | VANGUARD WORLD FDS | 71,730 | 3,325,000 | 1.82% | ||
| 718 | BANK AMER CORP | 247,375 | 3,345,000 | 1.83% | ||
| 719 | PIMCO ETF TR | 39,053 | 3,936,000 | 2.15% | ||
| 720 | VANGUARD BD INDEX FDS | 54,545 | 4,398,000 | 2.40% | ||
| 721 | VANGUARD WORLD FDS | 44,046 | 5,431,000 | 2.97% | ||
| 722 | VANGUARD WORLD FD | 58,418 | 6,398,000 | 3.50% | ||
| 723 | VANGUARD INDEX FDS | 62,692 | 6,571,000 | 3.59% | ||
| 724 | VANGUARD BD INDEX FDS | 84,082 | 6,962,000 | 3.81% | ||
| 725 | GENERAL ELECTRIC CO | 244,816 | 7,783,000 | 4.25% | ||
| 726 | VANGUARD INTL EQUITY INDEX F | 190,330 | 9,235,000 | 5.05% | ||
| 727 | VANGUARD WORLD FD | 176,532 | 14,675,000 | 8.02% | ||
| 728 | VANGUARD WHITEHALL FDS | 268,758 | 18,555,000 | 10.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-16-009560, filed 2016.05.11).
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.
