| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | EXXON MOBIL CORP | 16,026 | 1,340,000 | 0.76% | ||
| 202 | ISHARES TR | 15,858 | 1,348,000 | 0.77% | ||
| 203 | ISHARES GOLD TRUST | 114,645 | 1,362,000 | 0.77% | ||
| 204 | ISHARES TR | 47,425 | 1,375,000 | 0.78% | ||
| 205 | VANGUARD SCOTTSDALE FDS | 16,488 | 1,433,000 | 0.81% | ||
| 206 | ISHARES TR | 12,803 | 1,451,000 | 0.82% | ||
| 207 | JOHNSON & JOHNSON | 13,546 | 1,466,000 | 0.83% | ||
| 208 | ABBVIE INC | 25,694 | 1,468,000 | 0.83% | ||
| 209 | FIRST TR SR FLG RTE INCM FD | 114,355 | 1,472,000 | 0.84% | ||
| 210 | ISHARES TR | 38,592 | 1,506,000 | 0.86% | ||
| 211 | ISHARES TR | 7,292 | 1,507,000 | 0.86% | ||
| 212 | SPDR S&P 500 ETF TR | 8,062 | 1,657,000 | 0.94% | ||
| 213 | VANGUARD INDEX FDS | 15,586 | 1,659,000 | 0.94% | ||
| 214 | ISHARES TR | 11,620 | 1,675,000 | 0.95% | ||
| 215 | ALTRIA GROUP INC | 27,441 | 1,719,000 | 0.98% | ||
| 216 | VANGUARD INTL EQUITY INDEX F | 41,771 | 1,802,000 | 1.02% | ||
| 217 | VANGUARD INTL EQUITY INDEX F | 56,387 | 1,950,000 | 1.11% | ||
| 218 | VANGUARD BD INDEX FDS | 25,359 | 2,100,000 | 1.19% | ||
| 219 | VANGUARD TAX-MANAGED FDS | 61,490 | 2,206,000 | 1.25% | ||
| 220 | ISHARES 20 YEAR TREASURY BOND ETF | 16,984 | 2,218,000 | 1.26% | ||
| 221 | VANGUARD INDEX FDS | 27,735 | 2,324,000 | 1.32% | ||
| 222 | ISHARES TR | 21,639 | 2,580,000 | 1.47% | ||
| 223 | Vaneck Vectors Gold | 130,161 | 2,599,000 | 1.48% | ||
| 224 | AT&T INC | 70,090 | 2,745,000 | 1.56% | ||
| 225 | CATERPILLAR INC | 44,324 | 3,393,000 | 1.93% | ||
| 226 | SPDR SERIES TRUST | 119,790 | 4,103,000 | 2.33% | ||
| 227 | APPLE INC | 40,301 | 4,392,000 | 2.49% | ||
| 228 | ISHARES TR | 55,339 | 4,520,000 | 2.57% | ||
| 229 | VANGUARD SCOTTSDALE FDS | 64,127 | 5,132,000 | 2.91% | ||
| 230 | ISHARES MSCI ACWI EX US IDX FD | 160,040 | 6,318,000 | 3.59% | ||
| 231 | WISDOMTREE TR | 206,040 | 7,176,000 | 4.08% | ||
| 232 | VANGUARD INDEX FDS | 73,042 | 7,656,000 | 4.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-16-000574, filed 2016.05.05).
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.
