| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SSGA ACTIVE ETF TR | 281,032 | 13,599,000 | 11.78% | ||
| 2 | VANGUARD INDEX FDS | 56,951 | 6,568,000 | 5.69% | ||
| 3 | DIREXION SHS ETF TR | 66,828 | 4,593,000 | 3.98% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 72,668 | 4,566,000 | 3.96% | ||
| 5 | SCHWAB U.S. MID-CAP ETF | 70,395 | 3,178,000 | 2.75% | ||
| 6 | ISHARES TR | 49,328 | 2,848,000 | 2.47% | ||
| 7 | GENERAL ELECTRIC CO | 82,387 | 2,603,000 | 2.26% | ||
| 8 | ISHARES TR | 69,418 | 2,583,000 | 2.24% | ||
| 9 | LOWES COS INC | 32,486 | 2,310,000 | 2.00% | ||
| 10 | POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF | 78,049 | 2,270,000 | 1.97% | ||
| 11 | VANECK ETF TRUST | 107,504 | 2,249,000 | 1.95% | ||
| 12 | WISDOMTREE TR | 44,454 | 2,202,000 | 1.91% | ||
| 13 | SELECT SECTOR SPDR TR | 31,485 | 2,171,000 | 1.88% | ||
| 14 | CHEVRON CORP NEW | 15,808 | 1,861,000 | 1.61% | ||
| 15 | AT&T INC | 42,920 | 1,825,000 | 1.58% | ||
| 16 | APPLE INC | 15,149 | 1,755,000 | 1.52% | ||
| 17 | DUKE ENERGY CORP NEW | 22,413 | 1,740,000 | 1.51% | ||
| 18 | EXXON MOBIL CORP | 18,517 | 1,671,000 | 1.45% | ||
| 19 | SCHWAB U.S. LARGE-CAP VALUE ETF | 28,671 | 1,379,000 | 1.19% | ||
| 20 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 23,521 | 1,313,000 | 1.14% | ||
| 21 | BANK AMER CORP | 55,148 | 1,219,000 | 1.06% | ||
| 22 | PFIZER INC | 37,371 | 1,214,000 | 1.05% | ||
| 23 | SCHWAB INTERNATIONAL EQUITY ETF | 42,737 | 1,183,000 | 1.03% | ||
| 24 | VERIZON COMMUNICATIONS INC | 21,274 | 1,136,000 | 0.98% | ||
| 25 | AMGEN INC | 7,206 | 1,054,000 | 0.91% | ||
| 26 | JOHNSON & JOHNSON | 8,770 | 1,010,000 | 0.88% | ||
| 27 | Snyders-Lance Inc | 25,945 | 995,000 | 0.86% | ||
| 28 | ALTRIA GROUP INC | 14,188 | 959,000 | 0.83% | ||
| 29 | VANGUARD BD INDEX FDS | 11,269 | 910,000 | 0.79% | ||
| 30 | DOMINION ENERGY INC | 11,213 | 859,000 | 0.74% | ||
| 31 | ISHARES 7-10 YEAR TREASURY BOND ETF | 8,156 | 855,000 | 0.74% | ||
| 32 | SCHWAB US AGGREGATE BOND ETF | 16,518 | 851,000 | 0.74% | ||
| 33 | ISHARES | 17,308 | 847,000 | 0.73% | ||
| 34 | VANGUARD INDEX FDS | 6,829 | 837,000 | 0.73% | ||
| 35 | GILEAD SCIENCES INC | 11,501 | 824,000 | 0.71% | ||
| 36 | BIOGEN INC | 2,883 | 818,000 | 0.71% | ||
| 37 | ISHARES TR | 5,910 | 813,000 | 0.70% | ||
| 38 | DOMINION MIDSTREAM PARTNERS | 27,425 | 810,000 | 0.70% | ||
| 39 | IONIS PHARMACEUTICALS INC | 16,806 | 804,000 | 0.70% | ||
| 40 | ABBVIE INC | 12,756 | 799,000 | 0.69% | ||
| 41 | ISHARES TR | 7,352 | 795,000 | 0.69% | ||
| 42 | BERKSHIRE HATHAWAY INC DEL | 4,724 | 770,000 | 0.67% | ||
| 43 | MICROSOFT CORP | 12,295 | 764,000 | 0.66% | ||
| 44 | SCHWAB U.S. SMALL-CAP ETF | 12,028 | 739,000 | 0.64% | ||
| 45 | SCHWAB SHORT-TERM US TREASURY ETF | 14,502 | 731,000 | 0.63% | ||
| 46 | PEPSICO INC | 6,866 | 718,000 | 0.62% | ||
| 47 | SCHWAB US DIVIDEND EQUITY ETF | 16,296 | 710,000 | 0.62% | ||
| 48 | BB&T CORP | 14,496 | 682,000 | 0.59% | ||
| 49 | ISHARES TR | 6,600 | 669,000 | 0.58% | ||
| 50 | PROCTER AND GAMBLE CO | 7,941 | 668,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001365, filed 2017.02.06).
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.
