| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 205,490 | 18,408,000 | 13.13% | ||
| 2 | SPDR S&P 500 ETF TR | 70,966 | 15,350,000 | 10.94% | ||
| 3 | VANGUARD WHITEHALL FDS | 119,358 | 8,611,000 | 6.14% | ||
| 4 | VANGUARD WORLD FD | 52,593 | 6,331,000 | 4.51% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 166,693 | 6,273,000 | 4.47% | ||
| 6 | VANGUARD WORLD FDS | 63,849 | 6,027,000 | 4.30% | ||
| 7 | VANGUARD WORLD FDS | 47,565 | 5,086,000 | 3.63% | ||
| 8 | VANGUARD SCOTTSDALE FDS | 42,029 | 3,385,000 | 2.41% | ||
| 9 | ALPS ETF TR | 220,282 | 2,795,000 | 1.99% | ||
| 10 | AT&T INC | 53,646 | 2,179,000 | 1.55% | ||
| 11 | POWERSHARES QQQ TRUST | 17,366 | 2,062,000 | 1.47% | ||
| 12 | COCA COLA CO | 47,540 | 2,012,000 | 1.43% | ||
| 13 | VANGUARD INDEX FDS | 16,539 | 1,841,000 | 1.31% | ||
| 14 | GENERAL ELECTRIC CO | 59,827 | 1,772,000 | 1.26% | ||
| 15 | SPDR GOLD TR | 13,924 | 1,749,000 | 1.25% | ||
| 16 | VANGUARD INDEX FDS | 12,472 | 1,614,000 | 1.15% | ||
| 17 | EXXON MOBIL CORP | 17,227 | 1,504,000 | 1.07% | ||
| 18 | VANGUARD INDEX FDS | 11,890 | 1,453,000 | 1.04% | ||
| 19 | PHILIP MORRIS INTL INC | 14,639 | 1,423,000 | 1.01% | ||
| 20 | VODAFONE GROUP PLC NEW | 47,890 | 1,396,000 | 1.00% | ||
| 21 | WEYERHAEUSER CO | 38,744 | 1,237,000 | 0.88% | ||
| 22 | ISHARES TR | 11,304 | 1,178,000 | 0.84% | ||
| 23 | SOUTHERN CO | 22,522 | 1,155,000 | 0.82% | ||
| 24 | Vaneck Vectors Gold | 42,482 | 1,123,000 | 0.80% | ||
| 25 | PFIZER INC | 32,406 | 1,098,000 | 0.78% | ||
| 26 | ANNALY CAPITAL MANAGEMENT INC COM | 100,817 | 1,059,000 | 0.76% | ||
| 27 | APPLE INC | 9,124 | 1,032,000 | 0.74% | ||
| 28 | JOHNSON & JOHNSON | 8,615 | 1,018,000 | 0.73% | ||
| 29 | VANGUARD WORLD FD | 9,471 | 1,013,000 | 0.72% | ||
| 30 | ASTRAZENECA PLC | 30,309 | 996,000 | 0.71% | ||
| 31 | SCHWAB U.S. SMALL-CAP ETF | 16,960 | 976,000 | 0.70% | ||
| 32 | DISNEY WALT CO | 10,317 | 958,000 | 0.68% | ||
| 33 | ISHARES TR | 31,697 | 945,000 | 0.67% | ||
| 34 | HSBC HLDGS PLC SPON ADR NEW | 24,792 | 932,000 | 0.66% | ||
| 35 | ISHARES TR | 8,791 | 929,000 | 0.66% | ||
| 36 | Proshares Short S&P 500 | 24,251 | 923,000 | 0.66% | ||
| 37 | MICROSOFT CORP | 15,526 | 894,000 | 0.64% | ||
| 38 | VERIZON COMMUNICATIONS INC | 16,051 | 834,000 | 0.59% | ||
| 39 | KINDER MORGAN, INCORPORATED. PFD SER A | 16,188 | 811,000 | 0.58% | ||
| 40 | INTUITIVE SURGICAL INC | 1,073 | 778,000 | 0.55% | ||
| 41 | VANGUARD INDEX FDS | 7,848 | 778,000 | 0.55% | ||
| 42 | ISHARES SILVER TR | 40,804 | 743,000 | 0.53% | ||
| 43 | POTASH CORP SASK INC | 45,296 | 739,000 | 0.53% | ||
| 44 | JPMORGAN CHASE & CO | 10,943 | 729,000 | 0.52% | ||
| 45 | ALTRIA GROUP INC | 11,152 | 705,000 | 0.50% | ||
| 46 | HOME DEPOT INC | 5,602 | 702,000 | 0.50% | ||
| 47 | PAYPAL HLDGS INC | 16,672 | 683,000 | 0.49% | ||
| 48 | QUALCOMM INC | 9,920 | 680,000 | 0.48% | ||
| 49 | VANGUARD INDEX FDS | 7,426 | 646,000 | 0.46% | ||
| 50 | BOEING CO | 4,795 | 632,000 | 0.45% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000909012-16-000592, filed 2016.11.01).
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.
