| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NUVEEN PFD INCOME OPPORTUN | 10,500 | 105,000 | 3.59% | ||
| 2 | GENERAL ELECTRIC CO | 6,813 | 202,000 | 6.91% | ||
| 3 | UNITED TECHNOLOGIES CORP | 2,399 | 244,000 | 8.34% | ||
| 4 | EXELON CORP | 7,788 | 259,000 | 8.86% | ||
| 5 | PROCTER AND GAMBLE CO | 3,960 | 355,000 | 12.14% | ||
| 6 | PIMCO ETF TR | 5,490 | 557,000 | 19.05% | ||
| 7 | VANGUARD INDEX FDS | 5,262 | 586,000 | 20.04% | ||
| 8 | PACWEST BANCORP DEL COM | 14,363 | 616,000 | 21.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001693706-17-000003, filed 2017.04.26).
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.
