| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | AMGEN INC | 7,206 | 1,054,000 | 0.91% | ||
| 102 | VERIZON COMMUNICATIONS INC | 21,274 | 1,136,000 | 0.98% | ||
| 103 | SCHWAB INTERNATIONAL EQUITY ETF | 42,737 | 1,183,000 | 1.03% | ||
| 104 | PFIZER INC | 37,371 | 1,214,000 | 1.05% | ||
| 105 | BANK AMER CORP | 55,148 | 1,219,000 | 1.06% | ||
| 106 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 23,521 | 1,313,000 | 1.14% | ||
| 107 | SCHWAB U.S. LARGE-CAP VALUE ETF | 28,671 | 1,379,000 | 1.19% | ||
| 108 | EXXON MOBIL CORP | 18,517 | 1,671,000 | 1.45% | ||
| 109 | DUKE ENERGY CORP NEW | 22,413 | 1,740,000 | 1.51% | ||
| 110 | APPLE INC | 15,149 | 1,755,000 | 1.52% | ||
| 111 | AT&T INC | 42,920 | 1,825,000 | 1.58% | ||
| 112 | CHEVRON CORP NEW | 15,808 | 1,861,000 | 1.61% | ||
| 113 | SELECT SECTOR SPDR TR | 31,485 | 2,171,000 | 1.88% | ||
| 114 | WISDOMTREE TR | 44,454 | 2,202,000 | 1.91% | ||
| 115 | VANECK ETF TRUST | 107,504 | 2,249,000 | 1.95% | ||
| 116 | POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF | 78,049 | 2,270,000 | 1.97% | ||
| 117 | LOWES COS INC | 32,486 | 2,310,000 | 2.00% | ||
| 118 | ISHARES TR | 69,418 | 2,583,000 | 2.24% | ||
| 119 | GENERAL ELECTRIC CO | 82,387 | 2,603,000 | 2.26% | ||
| 120 | ISHARES TR | 49,328 | 2,848,000 | 2.47% | ||
| 121 | SCHWAB U.S. MID-CAP ETF | 70,395 | 3,178,000 | 2.75% | ||
| 122 | VANGUARD INTL EQUITY INDEX F | 72,668 | 4,566,000 | 3.96% | ||
| 123 | DIREXION SHS ETF TR | 66,828 | 4,593,000 | 3.98% | ||
| 124 | VANGUARD INDEX FDS | 56,951 | 6,568,000 | 5.69% | ||
| 125 | SSGA ACTIVE ETF TR | 281,032 | 13,599,000 | 11.78% |
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.
