| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CHEVRON CORP NEW | 4,801 | 515,000 | 0.10% | ||
| 52 | PHILIP MORRIS INTL INC | 4,590 | 518,000 | 0.10% | ||
| 53 | RAYTHEON CO | 3,544 | 540,000 | 0.10% | ||
| 54 | SPDR SER TR | 12,115 | 587,000 | 0.11% | ||
| 55 | ALTRIA GROUP INC | 8,386 | 599,000 | 0.11% | ||
| 56 | CISCO SYS INC | 18,083 | 611,000 | 0.12% | ||
| 57 | AT&T INC | 15,865 | 659,000 | 0.13% | ||
| 58 | VANGUARD SPECIALIZED PORTFOL | 7,605 | 684,000 | 0.13% | ||
| 59 | DENTSPLY SIRONA INC | 11,117 | 694,000 | 0.13% | ||
| 60 | INTEL CORP | 19,814 | 715,000 | 0.14% | ||
| 61 | GENERAL ELECTRIC CO | 24,222 | 722,000 | 0.14% | ||
| 62 | JOHNSON & JOHNSON | 6,033 | 751,000 | 0.14% | ||
| 63 | PFIZER INC | 24,384 | 834,000 | 0.16% | ||
| 64 | JPMORGAN CHASE & CO | 9,510 | 835,000 | 0.16% | ||
| 65 | MERCK & CO INC | 14,894 | 946,000 | 0.18% | ||
| 66 | APPLE INC | 6,864 | 986,000 | 0.19% | ||
| 67 | VANGUARD TAX-MANAGED FDS | 25,336 | 996,000 | 0.19% | ||
| 68 | BERKSHIRE HATHAWAY INC DEL | 4 | 999,000 | 0.19% | ||
| 69 | MICROSOFT CORP | 17,275 | 1,138,000 | 0.22% | ||
| 70 | GILEAD SCIENCES INC | 16,812 | 1,142,000 | 0.22% | ||
| 71 | PLAINS ALL AMERN PIPELINE L | 37,750 | 1,193,000 | 0.23% | ||
| 72 | ISHARES TR | 15,683 | 1,315,000 | 0.25% | ||
| 73 | MERITOR INC | 87,556 | 1,500,000 | 0.29% | ||
| 74 | VANGUARD INDEX FDS | 18,802 | 1,553,000 | 0.30% | ||
| 75 | VANGUARD BD INDEX FDS | 19,588 | 1,562,000 | 0.30% | ||
| 76 | INSTALLED BLDG PRODS INC | 38,284 | 2,019,000 | 0.39% | ||
| 77 | VANGUARD INTL EQUITY INDEX F | 48,122 | 2,302,000 | 0.44% | ||
| 78 | BUCKEYE PARTNERS L P | 45,134 | 3,094,000 | 0.59% | ||
| 79 | ISHARES TR | 50,276 | 3,477,000 | 0.67% | ||
| 80 | POWERSHARES ETF TRUST II | 196,189 | 4,563,000 | 0.87% | ||
| 81 | INVESTORS BANCORP INC NEW | 334,895 | 4,816,000 | 0.92% | ||
| 82 | VANGUARD INDEX FDS | 301,164 | 36,537,000 | 6.99% | ||
| 83 | ISHARES TR | 433,069 | 45,572,000 | 8.72% | ||
| 84 | SPDR S&P 500 ETF TR | 317,497 | 74,845,000 | 14.32% | Put | |
| 85 | SPDR S&P 500 ETF TR | 633,400 | 149,317,000 | 28.56% | Call | |
| 86 | SPDR S&P 500 ETF TR | 664,221 | 156,583,000 | 29.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001026, filed 2017.05.12).
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.
