| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ISHARES TR | 20,577 | 4,251,000 | 1.61% | ||
| 102 | ISHARES TR | 43,445 | 4,292,000 | 1.62% | ||
| 103 | ISHARES TR | 49,661 | 4,954,000 | 1.87% | ||
| 104 | ENTERPRISE PRODS PARTNERS L | 203,151 | 5,002,000 | 1.89% | ||
| 105 | APPLE COMPUTER INC | 46,629 | 5,082,000 | 1.92% | ||
| 106 | SCHWAB US AGGREGATE BOND ETF | 104,760 | 5,533,000 | 2.09% | ||
| 107 | CUSTOMERS BANCORP INC COM | 294,637 | 6,962,000 | 2.63% | ||
| 108 | SPDR SER TR | 87,363 | 6,986,000 | 2.64% | ||
| 109 | VEREIT | 978,165 | 8,672,000 | 3.28% | ||
| 110 | AmeriGas Partners LP | 206,394 | 8,976,000 | 3.39% | ||
| 111 | ISHARES TR | 160,574 | 9,176,000 | 3.47% | ||
| 112 | SPDR S&P 500 ETF TR | 52,538 | 10,801,000 | 4.08% | ||
| 113 | ALTRIA GROUP INC | 187,060 | 11,723,000 | 4.43% | ||
| 114 | VANGUARD INTL EQUITY INDEX F | 273,001 | 11,780,000 | 4.45% | ||
| 115 | VANGUARD BD INDEX FDS | 806,896 | 65,064,000 | 24.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001634553-16-000011, filed 2016.05.05).
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.
