| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 105,897 | 23,657,000 | 12.12% | ||
| 2 | SPDR SERIES TRUST | 587,397 | 17,997,000 | 9.22% | ||
| 3 | VANGUARD INDEX FDS | 82,391 | 10,370,000 | 5.31% | ||
| 4 | VANGUARD ADMIRAL FDS INC | 67,093 | 7,893,000 | 4.04% | ||
| 5 | SOUTHERN CO | 157,264 | 7,439,000 | 3.81% | ||
| 6 | SPDR S&P 500 ETF TR | 29,774 | 7,213,000 | 3.69% | ||
| 7 | VANGUARD BD INDEX FDS | 82,375 | 6,705,000 | 3.43% | ||
| 8 | ENERGEN CORP COM | 119,757 | 6,321,000 | 3.24% | ||
| 9 | VANGUARD INDEX FDS | 53,842 | 5,499,000 | 2.82% | ||
| 10 | SPDR S&P MIDCAP 400 ETF TR | 13,504 | 4,284,000 | 2.19% | ||
| 11 | AT&T INC | 115,166 | 4,236,000 | 2.17% | ||
| 12 | VANGUARD INDEX FDS | 30,591 | 3,993,000 | 2.04% | ||
| 13 | VANGUARD ADMIRAL FDS INC | 25,839 | 3,286,000 | 1.68% | ||
| 14 | CLAYMORE EXCHANGE TRD FD TR | 124,204 | 3,053,000 | 1.56% | ||
| 15 | POWERSHARES QQQ TRUST | 19,055 | 2,639,000 | 1.35% | ||
| 16 | VANGUARD SPECIALIZED PORTFOL | 26,574 | 2,465,000 | 1.26% | ||
| 17 | VANGUARD SCOTTSDALE FDS | 20,541 | 2,333,000 | 1.19% | ||
| 18 | ISHARES TR | 35,481 | 2,324,000 | 1.19% | ||
| 19 | VANGUARD TAX-MANAGED FDS | 53,529 | 2,230,000 | 1.14% | ||
| 20 | ISHARES TR | 22,013 | 2,206,000 | 1.13% | ||
| 21 | ISHARES TR | 27,596 | 1,898,000 | 0.97% | ||
| 22 | VANGUARD STAR FDS | 34,967 | 1,887,000 | 0.97% | ||
| 23 | ISHARES TR | 14,964 | 1,676,000 | 0.86% | ||
| 24 | TORCHMARK CORP COM | 20,700 | 1,611,000 | 0.83% | ||
| 25 | APPLE INC | 10,897 | 1,590,000 | 0.81% | ||
| 26 | VANGUARD INTL EQUITY INDEX F | 37,733 | 1,574,000 | 0.81% | ||
| 27 | ISHARES TR | 5,871 | 1,444,000 | 0.74% | ||
| 28 | CLAYMORE EXCHANGE TRD FD TR | 54,810 | 1,355,000 | 0.69% | ||
| 29 | GENERAL ELECTRIC CO | 51,402 | 1,333,000 | 0.68% | ||
| 30 | ISHARES TR | 27,171 | 1,333,000 | 0.68% | ||
| 31 | VANGUARD INDEX FDS | 9,299 | 1,329,000 | 0.68% | ||
| 32 | POWERSHARES ETF TRUST | 11,420 | 1,202,000 | 0.62% | ||
| 33 | COCA COLA CO | 25,733 | 1,145,000 | 0.59% | ||
| 34 | VANGUARD INDEX FDS | 9,380 | 1,121,000 | 0.57% | ||
| 35 | CHEVRON CORP NEW | 10,693 | 1,104,000 | 0.57% | ||
| 36 | POWERSHARES ETF TRUST | 9,144 | 1,086,000 | 0.56% | ||
| 37 | VANGUARD INDEX FDS | 10,166 | 1,064,000 | 0.54% | ||
| 38 | SPDR S&P 600 SMALL CAP GROWTH ETF | 4,887 | 1,055,000 | 0.54% | ||
| 39 | JOHNSON & JOHNSON | 7,905 | 1,042,000 | 0.53% | ||
| 40 | ServisFirst Bancshares Inc | 26,181 | 964,000 | 0.49% | ||
| 41 | ISHARES TR | 8,365 | 915,000 | 0.47% | ||
| 42 | ISHARES TR | 6,357 | 887,000 | 0.45% | ||
| 43 | VANGUARD BD INDEX FDS | 10,768 | 859,000 | 0.44% | ||
| 44 | VANGUARD SCOTTSDALE FDS | 10,467 | 841,000 | 0.43% | ||
| 45 | ISHARES TR | 31,660 | 814,000 | 0.42% | PRN | |
| 46 | MAIN STREET CAPITAL CORP | 20,622 | 796,000 | 0.41% | ||
| 47 | CLAYMORE EXCHANGE TRD FD TR | 37,205 | 786,000 | 0.40% | ||
| 48 | WELLTOWER INC | 10,668 | 774,000 | 0.40% | ||
| 49 | ISHARES TR | 4,411 | 767,000 | 0.39% | ||
| 50 | ABBVIE INC | 10,402 | 745,000 | 0.38% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001760, filed 2017.08.11).
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.
