| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Hewlett Packard Co | 1,916 | 24,000 | 0.02% | ||
| 52 | ZIMMER BIOMET HLDGS INC | 200 | 24,000 | 0.02% | ||
| 53 | VERIZON COMMUNICATIONS INC | 457 | 26,000 | 0.02% | ||
| 54 | ISHARES GOLD TRUST | 2,000 | 26,000 | 0.02% | ||
| 55 | PRAXAIR INC | 230 | 26,000 | 0.02% | ||
| 56 | ISHARES RUSSELL 2000 VALUE ETF | 279 | 27,000 | 0.02% | ||
| 57 | BP PLC | 794 | 28,000 | 0.02% | ||
| 58 | ISHARES TR | 566 | 29,000 | 0.02% | ||
| 59 | WEYERHAEUSER CO | 960 | 29,000 | 0.02% | ||
| 60 | PEPSICO INC | 284 | 30,000 | 0.02% | ||
| 61 | CELGENE CORP | 300 | 30,000 | 0.02% | ||
| 62 | SCHWAB US AGGREGATE BOND ETF | 561 | 30,000 | 0.02% | ||
| 63 | DOMINION ENERGY INC | 400 | 31,000 | 0.02% | ||
| 64 | CONOCOPHILLIPS | 730 | 32,000 | 0.02% | ||
| 65 | REYNOLDS AMERICAN INC | 600 | 32,000 | 0.02% | ||
| 66 | ISHARES TR | 290 | 33,000 | 0.02% | ||
| 67 | PHILLIPS 66 | 415 | 33,000 | 0.02% | ||
| 68 | Hewlett Packard Ente | 1,916 | 35,000 | 0.03% | ||
| 69 | PHILIP MORRIS INTL INC | 350 | 36,000 | 0.03% | ||
| 70 | POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO | 9,462 | 36,000 | 0.03% | ||
| 71 | VANGUARD INDEX FDS | 352 | 37,000 | 0.03% | ||
| 72 | VANGUARD INTL EQUITY INDEX F | 717 | 39,000 | 0.03% | ||
| 73 | VANGUARD SPECIALIZED FUNDS | 469 | 39,000 | 0.03% | ||
| 74 | SCHWAB U.S. REIT ETF | 1,047 | 46,000 | 0.03% | ||
| 75 | JPMORGAN CHASE & CO | 740 | 46,000 | 0.03% | ||
| 76 | ACCENTURE PLC IRELAND | 415 | 47,000 | 0.03% | ||
| 77 | ENTERPRISE PRODS PARTNERS L | 1,726 | 51,000 | 0.04% | ||
| 78 | ISHARES MSCI EAFE SMALL CAP IDX FD | 1,125 | 54,000 | 0.04% | ||
| 79 | ABBOTT LABS | 1,400 | 55,000 | 0.04% | ||
| 80 | WELLS FARGO & CO NEW | 1,236 | 59,000 | 0.04% | ||
| 81 | REALTY INCOME CORP | 860 | 60,000 | 0.04% | ||
| 82 | PACCAR INC | 1,162 | 60,000 | 0.04% | ||
| 83 | ALTRIA GROUP INC | 900 | 62,000 | 0.04% | ||
| 84 | EXPRESS SCRIPTS HLDG CO | 814 | 62,000 | 0.04% | ||
| 85 | SCHLUMBERGER LTD | 800 | 63,000 | 0.05% | ||
| 86 | WALGREENS BOOTS ALLIANCE INC | 800 | 67,000 | 0.05% | ||
| 87 | CHEVRON CORP NEW | 686 | 72,000 | 0.05% | ||
| 88 | GILEAD SCIENCES INC | 900 | 75,000 | 0.05% | ||
| 89 | LINCOLN NATL CORP IND | 1,930 | 75,000 | 0.05% | ||
| 90 | ROYAL DUTCH SHELL PLC | 1,400 | 77,000 | 0.06% | ||
| 91 | BOSTON PROPERTIES INC | 600 | 79,000 | 0.06% | ||
| 92 | LILLY ELI & CO | 1,000 | 79,000 | 0.06% | ||
| 93 | ISHARES RUSSELL 3000 ETF | 633 | 79,000 | 0.06% | ||
| 94 | ISHARES TR | 2,366 | 81,000 | 0.06% | ||
| 95 | ISHARES TR | 880 | 82,000 | 0.06% | ||
| 96 | Schwab US Large Cap Value | 1,852 | 83,000 | 0.06% | ||
| 97 | DISNEY WALT CO | 861 | 84,000 | 0.06% | ||
| 98 | ABBVIE INC | 1,400 | 87,000 | 0.06% | ||
| 99 | NEXTERA ENERGY INC | 672 | 88,000 | 0.06% | ||
| 100 | MERCK & CO INC | 1,620 | 93,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001601742-16-000009, filed 2016.08.08).
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.
