| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | ISHARES TR | 50,703 | 5,044,000 | 2.06% | ||
| 252 | STARBUCKS CORP | 86,718 | 5,206,000 | 2.12% | ||
| 253 | FLAHERTY CRUMRINE TOTAL RE | 326,841 | 6,266,000 | 2.56% | ||
| 254 | APPLE INC | 62,362 | 6,514,000 | 2.66% | ||
| 255 | RYDEX ETF TRUST | 85,679 | 6,566,000 | 2.68% | ||
| 256 | VANGUARD INDEX FDS | 62,175 | 6,615,000 | 2.70% | ||
| 257 | VANGUARD INDEX FDS | 81,518 | 6,645,000 | 2.71% | ||
| 258 | BLACKROCK CR ALLOCATION INCO | 644,864 | 7,958,000 | 3.25% | ||
| 259 | MICROSOFT CORP | 201,844 | 11,198,000 | 4.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003144, filed 2016.02.12).
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.
