| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 139,939 | 14,596,000 | 11.86% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 110,795 | 9,317,000 | 7.57% | ||
| 3 | VANGUARD WORLD FDS | 54,664 | 7,056,000 | 5.74% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 142,174 | 6,172,000 | 5.02% | ||
| 5 | VANGUARD WORLD FDS | 45,449 | 5,570,000 | 4.53% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 107,358 | 3,512,000 | 2.85% | ||
| 7 | SPDR S&P 500 ETF TR | 16,974 | 3,460,000 | 2.81% | ||
| 8 | VANGUARD WORLD FD | 29,978 | 3,246,000 | 2.64% | ||
| 9 | VANGUARD WHITEHALL FDS | 44,388 | 2,963,000 | 2.41% | ||
| 10 | VANGUARD BD INDEX FDS | 36,470 | 2,945,000 | 2.39% | ||
| 11 | VANGUARD INDEX FDS | 20,904 | 2,511,000 | 2.04% | ||
| 12 | ALPS ETF TR | 182,005 | 2,193,000 | 1.78% | ||
| 13 | VANGUARD INDEX FDS | 19,515 | 2,159,000 | 1.75% | ||
| 14 | ANNALY CAPITAL MANAGEMENT INC COM | 213,713 | 2,005,000 | 1.63% | ||
| 15 | AT&T INC | 54,076 | 1,861,000 | 1.51% | ||
| 16 | GENERAL ELECTRIC CO | 57,309 | 1,785,000 | 1.45% | ||
| 17 | POWERSHARES QQQ TRUST | 15,161 | 1,696,000 | 1.38% | ||
| 18 | PHILIP MORRIS INTL INC | 18,913 | 1,663,000 | 1.35% | ||
| 19 | APPLE INC | 14,743 | 1,552,000 | 1.26% | ||
| 20 | ISHARES TR | 15,080 | 1,500,000 | 1.22% | ||
| 21 | MARKET VECTORS ETF TR | 77,664 | 1,492,000 | 1.21% | ||
| 22 | VANGUARD SCOTTSDALE FDS | 18,092 | 1,429,000 | 1.16% | ||
| 23 | COCA COLA CO | 31,430 | 1,350,000 | 1.10% | ||
| 24 | VANGUARD INDEX FDS | 14,917 | 1,216,000 | 0.99% | ||
| 25 | VANGUARD INDEX FDS | 10,372 | 1,103,000 | 0.90% | ||
| 26 | DISNEY WALT CO | 9,598 | 1,009,000 | 0.82% | ||
| 27 | PFIZER INC | 31,246 | 1,009,000 | 0.82% | ||
| 28 | VODAFONE GROUP PLC NEW | 30,425 | 982,000 | 0.80% | ||
| 29 | VANGUARD WORLD FDS | 6,794 | 903,000 | 0.73% | ||
| 30 | SOUTHERN CO | 19,207 | 899,000 | 0.73% | ||
| 31 | MICROSOFT CORP | 15,208 | 844,000 | 0.69% | ||
| 32 | VANGUARD LG-TERM COR BD ETF | 9,909 | 834,000 | 0.68% | ||
| 33 | PLUM CREEK TIMBER | 17,231 | 822,000 | 0.67% | ||
| 34 | JOHNSON & JOHNSON | 7,978 | 820,000 | 0.67% | ||
| 35 | ALTRIA GROUP INC | 13,498 | 786,000 | 0.64% | ||
| 36 | STARBUCKS CORP | 13,055 | 784,000 | 0.64% | ||
| 37 | ABBOTT LABS | 17,329 | 778,000 | 0.63% | ||
| 38 | VANGUARD INDEX FDS | 4,146 | 775,000 | 0.63% | ||
| 39 | SELECT SECTOR SPDR TR | 32,320 | 770,000 | 0.63% | ||
| 40 | INTUITIVE SURGICAL INC | 1,397 | 763,000 | 0.62% | ||
| 41 | PROCTER AND GAMBLE CO | 9,293 | 738,000 | 0.60% | ||
| 42 | VANGUARD INDEX FDS | 7,806 | 730,000 | 0.59% | ||
| 43 | PILGRIMS PRIDE CORP NEW | 32,446 | 717,000 | 0.58% | ||
| 44 | CISCO SYS INC | 25,938 | 704,000 | 0.57% | ||
| 45 | UNITEDHEALTH GROUP INC | 5,985 | 704,000 | 0.57% | ||
| 46 | VANGUARD INDEX FDS | 8,721 | 695,000 | 0.56% | ||
| 47 | WAL-MART STORES INC | 11,198 | 686,000 | 0.56% | ||
| 48 | SPDR GOLD TR | 6,380 | 647,000 | 0.53% | ||
| 49 | KINDER MORGAN, INCORPORATED. PFD SER A | 15,937 | 642,000 | 0.52% | ||
| 50 | JPMORGAN CHASE & CO | 9,424 | 622,000 | 0.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000909012-16-000505, filed 2016.05.11).
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.
