| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ABERDEEN ASIA PACIFIC INCOM | 75 | 0 | 0.00% | ||
| 2 | ISHARES TR | 28 | 1,000 | 0.00% | ||
| 3 | Ishares Tr Ibonds Dec 2017 Termcorporate Etf Fund | 52 | 1,000 | 0.00% | ||
| 4 | ISHARES TR | 80 | 2,000 | 0.00% | ||
| 5 | BERKSHIRE HATHAWAY INC DEL | 12 | 2,000 | 0.00% | ||
| 6 | MAZOR ROBOTICS LTD | 90 | 2,000 | 0.00% | ||
| 7 | CITIGROUPINC | 40 | 2,000 | 0.00% | ||
| 8 | FIREEYE INC | 100 | 2,000 | 0.00% | ||
| 9 | ISHARES IBONDS | 16 | 2,000 | 0.00% | ||
| 10 | NIKE INC | 38 | 2,000 | 0.00% | ||
| 11 | AMGEN INC | 14 | 2,000 | 0.00% | ||
| 12 | DANAHER CORP DEL | 33 | 3,000 | 0.00% | ||
| 13 | THERMO FISHER SCIENTIFIC INC | 17 | 3,000 | 0.00% | ||
| 14 | DISNEY WALT CO | 29 | 3,000 | 0.00% | ||
| 15 | UNITEDHEALTH GROUP INC | 19 | 3,000 | 0.00% | ||
| 16 | ISHARES TR | 118 | 3,000 | 0.00% | ||
| 17 | CHUBB LIMITED | 20 | 3,000 | 0.00% | ||
| 18 | UNITED PARCEL SERVICE INC | 32 | 3,000 | 0.00% | ||
| 19 | ISHARES U.S. UTILITIES ETF | 30 | 4,000 | 0.00% | ||
| 20 | KROGER CO | 110 | 4,000 | 0.00% | ||
| 21 | SOUTHERN CO | 70 | 4,000 | 0.00% | ||
| 22 | GENERAL MLS INC | 61 | 4,000 | 0.00% | ||
| 23 | ISHARES TR | 150 | 4,000 | 0.00% | ||
| 24 | ISHARES IBONDS | 201 | 5,000 | 0.00% | ||
| 25 | TRAVELERS COMPANIES INC | 44 | 5,000 | 0.00% | ||
| 26 | Ishares Tr December 2018 Corp Term Etf | 209 | 5,000 | 0.00% | ||
| 27 | ISHARES TR | 60 | 5,000 | 0.00% | ||
| 28 | ISHARES TR | 39 | 6,000 | 0.01% | ||
| 29 | Ishares Tr Ibonds Dec 2019 Termcorporate Etf Fund | 248 | 6,000 | 0.01% | ||
| 30 | ISHARES TR | 295 | 7,000 | 0.01% | ||
| 31 | PEPSICO INC | 63 | 7,000 | 0.01% | ||
| 32 | ISHARES TR | 262 | 7,000 | 0.01% | ||
| 33 | HONEYWELL INTL INC | 72 | 8,000 | 0.01% | ||
| 34 | PHILIP MORRIS INTL INC | 103 | 10,000 | 0.01% | ||
| 35 | GENUINE PARTS CO | 100 | 10,000 | 0.01% | ||
| 36 | ACCENTURE PLC IRELAND | 95 | 11,000 | 0.01% | ||
| 37 | ALPHABET INC | 18 | 12,000 | 0.01% | ||
| 38 | AMERICAN ELEC PWR INC | 170 | 12,000 | 0.01% | ||
| 39 | PFIZER INC | 375 | 13,000 | 0.01% | ||
| 40 | ISHARES TR | 128 | 13,000 | 0.01% | ||
| 41 | BRISTOL MYERS SQUIBB CO | 190 | 14,000 | 0.01% | ||
| 42 | ISHARES TR | 125 | 17,000 | 0.02% | ||
| 43 | VANGUARD INTL EQUITY INDEX F | 500 | 18,000 | 0.02% | ||
| 44 | SPDR S&P MIDCAP 400 ETF TR | 110 | 30,000 | 0.03% | ||
| 45 | VERIZON COMMUNICATIONS INC | 631 | 35,000 | 0.03% | ||
| 46 | COMCAST CORP NEW | 641 | 42,000 | 0.04% | ||
| 47 | JPMORGAN CHASE & CO | 705 | 44,000 | 0.04% | ||
| 48 | EXXON MOBIL CORP | 528 | 49,000 | 0.05% | ||
| 49 | SPDR DOW JONES INDL AVRG ETF | 383 | 69,000 | 0.07% | ||
| 50 | ISHARES TR | 407 | 105,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-012764, filed 2016.07.25).
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.
