| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | VANGUARD SCOTTSDALE FDS | 14,397 | 1,280,000 | 0.81% | ||
| 102 | ISHARES TR | 11,290 | 1,307,000 | 0.83% | ||
| 103 | ISHARES GOLD TRUST | 108,300 | 1,326,000 | 0.84% | ||
| 104 | ISHARES TR | 16,767 | 1,410,000 | 0.89% | ||
| 105 | SELECT SECTOR SPDR TR | 20,086 | 1,444,000 | 0.91% | ||
| 106 | POWERSHARES QQQ TRUST | 12,267 | 1,452,000 | 0.92% | ||
| 107 | WISDOMTREE TR | 48,343 | 1,549,000 | 0.98% | ||
| 108 | ISHARES TR | 28,482 | 1,567,000 | 0.99% | ||
| 109 | ISHARES TR | 11,921 | 1,822,000 | 1.15% | ||
| 110 | ISHARES TR | 46,052 | 2,264,000 | 1.43% | ||
| 111 | ISHARES TR | 20,905 | 2,295,000 | 1.45% | ||
| 112 | FIRST TR EXCHANGE TRADED FD | 48,906 | 2,931,000 | 1.86% | ||
| 113 | ISHARES TR | 45,571 | 3,061,000 | 1.94% | ||
| 114 | SOUTHERN CO | 64,235 | 3,201,000 | 2.03% | ||
| 115 | VANGUARD BD INDEX FDS | 42,709 | 3,571,000 | 2.26% | ||
| 116 | HIGHLAND FDS I | 203,421 | 3,788,000 | 2.40% | ||
| 117 | ISHARES TR | 100,765 | 4,501,000 | 2.85% | ||
| 118 | SPDR S&P MIDCAP 400 ETF TR | 19,225 | 5,361,000 | 3.39% | ||
| 119 | SPDR S&P 500 ETF TR | 35,669 | 7,657,000 | 4.85% | ||
| 120 | APPLE INC | 71,689 | 8,101,000 | 5.13% | ||
| 121 | VANGUARD WORLD FD | 95,322 | 8,284,000 | 5.24% | ||
| 122 | VANGUARD INDEX FDS | 99,334 | 8,340,000 | 5.28% | ||
| 123 | VANGUARD INDEX FDS | 132,068 | 14,592,000 | 9.24% | ||
| 124 | ISHARES TR | 165,324 | 18,468,000 | 11.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000304, filed 2017.02.07). and can't normalized (skipped) (0001085146-17-002175, filed 2017.11.01).
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.
