| # | % | |||||
|---|---|---|---|---|---|---|
| 451 | NUVEEN SELECT TAX FREE INCM | 138,739 | 1,947,000 | 0.64% | ||
| 452 | ISHARES TR | 16,847 | 1,986,000 | 0.65% | ||
| 453 | VANGUARD TAX-MANAGED FDS | 51,013 | 2,005,000 | 0.66% | ||
| 454 | SSGA ACTIVE ETF TR | 42,890 | 2,039,000 | 0.67% | ||
| 455 | ISHARES TR | 16,608 | 2,044,000 | 0.67% | ||
| 456 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 23,342 | 2,049,000 | 0.67% | ||
| 457 | VANGUARD INDEX FDS | 17,134 | 2,079,000 | 0.68% | ||
| 458 | VANECK VECTORS ETF TR | 69,265 | 2,117,000 | 0.69% | ||
| 459 | Nuveen Sel Inc Port 3 | 168,543 | 2,395,000 | 0.78% | ||
| 460 | VANGUARD INDEX FDS | 25,408 | 2,423,000 | 0.79% | ||
| 461 | ISHARES | 48,327 | 2,585,000 | 0.85% | ||
| 462 | NUVEEN MARYLAND QLT MUN INCORPORATED FD | 211,519 | 2,682,000 | 0.88% | ||
| 463 | BERKSHIRE HATHAWAY INC DEL | 16,587 | 2,765,000 | 0.90% | ||
| 464 | VANGUARD INTL EQUITY INDEX F | 28,322 | 2,907,000 | 0.95% | ||
| 465 | ISHARES TR | 49,769 | 3,100,000 | 1.01% | ||
| 466 | NUVEEN SELECT TAX FREE INCOM | 236,369 | 3,170,000 | 1.04% | ||
| 467 | NUVEEN TAXABLE MUNICPAL INM | 173,886 | 3,634,000 | 1.19% | ||
| 468 | SPDR SERIES TRUST | 119,594 | 3,661,000 | 1.20% | ||
| 469 | ISHARES MSCI EAFE SMALL CAP IDX FD | 77,290 | 4,184,000 | 1.37% | ||
| 470 | ISHARES TR | 32,342 | 4,484,000 | 1.47% | ||
| 471 | VANGUARD INTL EQUITY INDEX F | 113,861 | 4,523,000 | 1.48% | ||
| 472 | SPDR DOW JONES INDL AVRG ETF | 22,252 | 4,591,000 | 1.50% | ||
| 473 | ISHARES TR | 68,516 | 4,739,000 | 1.55% | ||
| 474 | ISHARES TR | 97,578 | 5,655,000 | 1.85% | ||
| 475 | ISHARES TR | 54,886 | 5,710,000 | 1.87% | ||
| 476 | VANECK VECTORS ETF TR | 238,730 | 5,732,000 | 1.88% | ||
| 477 | ISHARES TR | 111,506 | 6,105,000 | 2.00% | ||
| 478 | POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF | 216,219 | 6,348,000 | 2.08% | ||
| 479 | NUVEEN NEW YORK QLT MUN INCORPORATED FD | 582,123 | 7,888,000 | 2.58% | ||
| 480 | ISHARES TR | 146,834 | 7,933,000 | 2.60% | ||
| 481 | ABERDEEN ASIA PACIFIC INCOM | 1,939,057 | 9,676,000 | 3.17% | ||
| 482 | ISHARES RUSSELL 1000 ETF | 77,736 | 10,203,000 | 3.34% | ||
| 483 | SPDR S&P 500 ETF TR | 50,062 | 11,802,000 | 3.86% | ||
| 484 | VANGUARD SCOTTSDALE FDS | 161,503 | 12,878,000 | 4.21% | ||
| 485 | ISHARES INC | 270,753 | 12,939,000 | 4.23% | ||
| 486 | NUVEEN BUILD AMER BD OPPTNY FD COM | 1,044,959 | 22,602,000 | 7.40% | ||
| 487 | ISHARES TR | 219,509 | 52,083,000 | 17.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-002897, filed 2017.05.09).
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.
