| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | COMCAST CORP NEW | 3,659 | 223,000 | 0.20% | ||
| 102 | SCHWAB U.S. BROAD MARKET ETF | 4,526 | 223,000 | 0.20% | ||
| 103 | CVS HEALTH CORP | 2,142 | 222,000 | 0.20% | ||
| 104 | CLOROX CO DEL | 1,700 | 214,000 | 0.19% | ||
| 105 | WAL-MART STORES INC | 3,125 | 214,000 | 0.19% | ||
| 106 | NOVARTIS A G | 2,890 | 209,000 | 0.19% | ||
| 107 | LYONDELLBASELL INDUSTRIES N | 2,420 | 207,000 | 0.18% | ||
| 108 | SPDR INDEX SHS FDS | 4,850 | 201,000 | 0.18% | ||
| 109 | POWERSHARES ETF TR II | 12,495 | 186,000 | 0.17% | ||
| 110 | Blackrock Core Bond Trust | 10,050 | 135,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001631864-16-000006, filed 2016.05.12).
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.
