| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | JOHNSON & JOHNSON | 15,566 | 1,939,000 | 1.29% | ||
| 52 | UNION PAC CORP | 18,345 | 1,943,000 | 1.30% | ||
| 53 | INTEL CORP | 55,294 | 1,994,000 | 1.33% | ||
| 54 | PHILIP MORRIS INTL INC | 18,253 | 2,061,000 | 1.38% | ||
| 55 | AMAZON COM INC | 2,395 | 2,123,000 | 1.42% | ||
| 56 | VENTAS INC | 34,430 | 2,239,000 | 1.49% | ||
| 57 | BOEING CO | 13,517 | 2,391,000 | 1.60% | ||
| 58 | ISHARES TR | 47,935 | 2,420,000 | 1.61% | ||
| 59 | BERKSHIRE HATHAWAY INC DEL | 10 | 2,499,000 | 1.67% | ||
| 60 | SELECT SECTOR SPDR TR | 38,440 | 2,501,000 | 1.67% | ||
| 61 | ISHARES TRUST S&P 100 ETF | 25,186 | 2,637,000 | 1.76% | ||
| 62 | VANGUARD WORLD FD | 20,225 | 2,743,000 | 1.83% | ||
| 63 | DOW CHEM CO | 44,430 | 2,823,000 | 1.88% | ||
| 64 | EXXON MOBIL CORP | 35,417 | 2,905,000 | 1.94% | ||
| 65 | VANGUARD INTL EQUITY INDEX F | 45,986 | 2,910,000 | 1.94% | ||
| 66 | ISHARES MSCI UNITED KINGDOM SMALL CAP ETF | 80,182 | 2,934,000 | 1.96% | ||
| 67 | ALLERGAN PLC | 12,303 | 2,939,000 | 1.96% | ||
| 68 | NEW YORK CMNTY BANCORP INC | 214,482 | 2,996,000 | 2.00% | ||
| 69 | VERIZON COMMUNICATIONS INC | 62,403 | 3,042,000 | 2.03% | ||
| 70 | VANGUARD INDEX FDS | 32,282 | 3,290,000 | 2.20% | ||
| 71 | DOMINION ENERGY INC | 43,201 | 3,351,000 | 2.24% | ||
| 72 | CHEVRON CORP NEW | 31,877 | 3,423,000 | 2.28% | ||
| 73 | KIMBERLY CLARK CORP | 26,308 | 3,463,000 | 2.31% | ||
| 74 | CITIZENS FINL GROUP INC | 103,967 | 3,592,000 | 2.40% | ||
| 75 | KRAFT HEINZ CO | 39,995 | 3,632,000 | 2.42% | ||
| 76 | ASTRAZENECA PLC | 119,085 | 3,708,000 | 2.47% | ||
| 77 | PFIZER INC | 112,157 | 3,837,000 | 2.56% | ||
| 78 | PROCTER AND GAMBLE CO | 46,531 | 4,181,000 | 2.79% | ||
| 79 | INTERNATIONAL BUSINESS MACHS | 25,379 | 4,419,000 | 2.95% | ||
| 80 | ALPS ETF TR | 349,449 | 4,442,000 | 2.96% | ||
| 81 | BLACKSTONE GROUP L P | 155,589 | 4,621,000 | 3.08% | ||
| 82 | AT&T INC | 117,228 | 4,871,000 | 3.25% | ||
| 83 | VANGUARD INTL EQUITY INDEX F | 110,731 | 5,710,000 | 3.81% | ||
| 84 | APPLE INC | 50,888 | 7,311,000 | 4.88% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000219, filed 2017.04.17).
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.
