| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SCHLUMBERGER LTD | 6,372 | 501,000 | 0.40% | ||
| 52 | BIOGEN INC | 1,530 | 479,000 | 0.38% | ||
| 53 | LENNAR | 11,262 | 477,000 | 0.38% | ||
| 54 | ISHARES TR | 11,795 | 466,000 | 0.37% | ||
| 55 | GOOGLE INC | 573 | 445,000 | 0.36% | ||
| 56 | SCHWAB US DIVIDEND EQUITY ETF | 10,505 | 444,000 | 0.35% | ||
| 57 | Kinder Morgan Inc | 17,598 | 407,000 | 0.33% | ||
| 58 | SCHWAB U.S. LARGE-CAP ETF | 7,746 | 400,000 | 0.32% | ||
| 59 | CISCO SYS INC | 12,062 | 383,000 | 0.31% | ||
| 60 | DUKE ENERGY CORP NEW | 4,740 | 379,000 | 0.30% | ||
| 61 | VERIZON COMMUNICATIONS INC | 6,642 | 345,000 | 0.28% | ||
| 62 | CATERPILLAR INC | 3,847 | 342,000 | 0.27% | ||
| 63 | REGENERON PHARMACEUTICALS | 785 | 316,000 | 0.25% | ||
| 64 | VANGUARD INTL EQUITY INDEX F | 7,539 | 284,000 | 0.23% | ||
| 65 | First Fndtn Inc | 10,105 | 249,000 | 0.20% | ||
| 66 | INTEL CORP | 5,995 | 226,000 | 0.18% | ||
| 67 | STARBUCKS CORP | 3,909 | 212,000 | 0.17% | ||
| 68 | CHEVRON CORP NEW | 2,058 | 212,000 | 0.17% | ||
| 69 | SPDR GOLD TR | 1,588 | 200,000 | 0.16% | ||
| 70 | AT&T INC | 4,722 | 192,000 | 0.15% | ||
| 71 | Monitise PLC Ord | 10,000 | 0 | 0.00% | ||
| 72 | Patriot Scientific Corp | 10,000 | 0 | 0.00% | ||
| 73 | Intl Gold Resources New | 50,000 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001162044-16-002599, filed 2016.11.14).
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.
