| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | VANGUARD BD INDEX FDS | 1,265 | 102,000 | 0.09% | ||
| 102 | 3M CO | 606 | 101,000 | 0.09% | ||
| 103 | ISHARES TR | 784 | 101,000 | 0.09% | ||
| 104 | DISNEY WALT CO | 1,000 | 99,000 | 0.09% | ||
| 105 | ISHARES TR | 597 | 97,000 | 0.09% | ||
| 106 | ISHARES TR | 2,111 | 95,000 | 0.09% | ||
| 107 | VANGUARD SPECIALIZED FUNDS | 1,157 | 94,000 | 0.09% | ||
| 108 | CHICAGO BRIDGE & IRON CO N V | 2,500 | 91,000 | 0.08% | ||
| 109 | AMERICAN EXPRESS CO | 1,458 | 90,000 | 0.08% | ||
| 110 | WISDOMTREE TR | 2,055 | 86,000 | 0.08% | ||
| 111 | CYBERARK SOFTWARE LTD | 2,000 | 85,000 | 0.08% | ||
| 112 | ISHARES TR | 2,895 | 84,000 | 0.08% | ||
| 113 | PFIZER INC | 2,825 | 84,000 | 0.08% | ||
| 114 | SCHWAB U.S. MID-CAP ETF | 2,044 | 83,000 | 0.08% | ||
| 115 | MARRIOTT VACATIONS WORLDWIDE C COM | 1,190 | 80,000 | 0.07% | ||
| 116 | EXELON CORP | 2,103 | 75,000 | 0.07% | ||
| 117 | UNITED TECHNOLOGIES CORP | 705 | 71,000 | 0.06% | ||
| 118 | PPL CORP | 1,816 | 69,000 | 0.06% | ||
| 119 | ISHARES RUSSELL 2000 GROWTH ETF | 518 | 69,000 | 0.06% | ||
| 120 | HANCOCK JOHN PFD INCOME FD | 3,087 | 69,000 | 0.06% | ||
| 121 | Meta Finl Group Inc | 1,500 | 68,000 | 0.06% | ||
| 122 | FORD MTR CO DEL | 5,000 | 68,000 | 0.06% | ||
| 123 | US BANCORP DEL | 1,610 | 65,000 | 0.06% | ||
| 124 | SCHWAB U.S. BROAD MARKET ETF | 1,296 | 64,000 | 0.06% | ||
| 125 | WISDOMTREE TR | 1,852 | 64,000 | 0.06% | ||
| 126 | PEPSICO INC | 604 | 62,000 | 0.06% | ||
| 127 | ISHARES TR | 1,189 | 60,000 | 0.05% | ||
| 128 | BANKFINANCIAL CORP | 5,000 | 59,000 | 0.05% | ||
| 129 | ISHARES TR | 740 | 58,000 | 0.05% | ||
| 130 | FIRST NIAGARA FINL GP INC | 5,744 | 56,000 | 0.05% | ||
| 131 | GENERAL GROWTH | 1,813 | 54,000 | 0.05% | ||
| 132 | TERRITORIAL BANCORP INC COM | 2,000 | 52,000 | 0.05% | ||
| 133 | SUN LIFE FINL INC | 1,575 | 51,000 | 0.05% | ||
| 134 | HERSHEY CO | 558 | 51,000 | 0.05% | ||
| 135 | NUVEEN PREFERRED SECURITIES | 5,700 | 51,000 | 0.05% | ||
| 136 | HOST HOTELS & RESORTS INC | 2,971 | 50,000 | 0.05% | ||
| 137 | INTL PAPER CO | 1,223 | 50,000 | 0.05% | ||
| 138 | VANGUARD WORLD FD | 820 | 49,000 | 0.04% | ||
| 139 | NEW YORK CMNTY BANCORP INC | 3,000 | 48,000 | 0.04% | ||
| 140 | Berkshire Hills Bancorp Inc | 1,800 | 48,000 | 0.04% | ||
| 141 | WESTERN ASSET HGH YLD DFNDFD | 3,383 | 47,000 | 0.04% | ||
| 142 | SPDR SERIES TRUST | 1,471 | 45,000 | 0.04% | ||
| 143 | WISDOMTREE TRUST MANAGED FUTURES STRATEGY | 1,069 | 45,000 | 0.04% | ||
| 144 | SEACOR HOLDINGS INC | 800 | 44,000 | 0.04% | ||
| 145 | ISHARES TR | 381 | 43,000 | 0.04% | ||
| 146 | SELECT SECTOR SPDR TR | 861 | 43,000 | 0.04% | ||
| 147 | WISDOMTREE TRUST EUROPE SMCP DV ETF | 710 | 40,000 | 0.04% | ||
| 148 | CHESAPEAKE UTILS CORP | 640 | 40,000 | 0.04% | ||
| 149 | WELLS FARGO & CO NEW | 756 | 37,000 | 0.03% | ||
| 150 | ISHARES TR | 552 | 36,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-000225, filed 2017.01.13).
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.
