| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | BED BATH & BEYOND INC | 50 | 3,000 | 0.00% | ||
| 202 | TESLA INC | 12 | 3,000 | 0.00% | ||
| 203 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL | 62 | 2,000 | 0.00% | ||
| 204 | MERCK & CO INC | 30 | 2,000 | 0.00% | ||
| 205 | SCHWAB INTERNATIONAL EQUITY ETF | 54 | 2,000 | 0.00% | ||
| 206 | Syngenta AG | 6 | 2,000 | 0.00% | ||
| 207 | SCHWAB STRATEGIC TR | 48 | 1,000 | 0.00% | ||
| 208 | FRONTIER COMMUNICATIONS CORP | 90 | 1,000 | 0.00% | ||
| 209 | BANK AMER CORP | 62 | 1,000 | 0.00% | ||
| 210 | BLACKHAWK NETWORK | 18 | 1,000 | 0.00% | ||
| 211 | UMPQUA HLDGS CORP | 31 | 1,000 | 0.00% | ||
| 212 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 17 | 1,000 | 0.00% | ||
| 213 | FORD MTR CO DEL | 21 | 0 | 0.00% | ||
| 214 | JAMES RIVER COAL CO | 35 | 0 | 0.00% | ||
| 215 | NORTHERN DYNASTY MINERALS LTD COM | 100 | 0 | 0.00% | ||
| 216 | SONY GROUP CORP | 25 | 0 | 0.00% | ||
| 217 | HERSHEY CO | 4 | 0 | 0.00% | ||
| 218 | NU SKIN ENTERPRISES INC | 9 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001601742-14-000004, filed 2014.10.21).
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.
