| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ISHARES GOLD TRUST | 1,908 | 21,000 | 0.03% | ||
| 102 | TESLA INC | 92 | 20,000 | 0.03% | ||
| 103 | MCDONALDS CORP | 166 | 20,000 | 0.03% | ||
| 104 | HOME DEPOT INC | 152 | 20,000 | 0.03% | ||
| 105 | VANGUARD MALVERN FDS | 344 | 17,000 | 0.02% | ||
| 106 | BAXTER INTL INC | 383 | 17,000 | 0.02% | ||
| 107 | UNITED PARCEL SERVICE INC | 150 | 17,000 | 0.02% | ||
| 108 | BOEING CO | 102 | 16,000 | 0.02% | ||
| 109 | LOWES COS INC | 256 | 16,000 | 0.02% | ||
| 110 | IMPERIAL OIL LTD | 453 | 16,000 | 0.02% | ||
| 111 | SELECT SECTOR SPDR TR | 181 | 15,000 | 0.02% | ||
| 112 | EMPIRE DIST ELEC CO | 420 | 14,000 | 0.02% | ||
| 113 | HP INC | 956 | 14,000 | 0.02% | ||
| 114 | HCA HOLDINGS INC | 193 | 14,000 | 0.02% | ||
| 115 | SELECT SECTOR SPDR TR | 209 | 14,000 | 0.02% | ||
| 116 | AUTOMATIC DATA PROCESSING IN | 125 | 13,000 | 0.02% | ||
| 117 | NOVARTIS A G | 175 | 13,000 | 0.02% | ||
| 118 | ORACLE CORP | 303 | 12,000 | 0.02% | ||
| 119 | UNILEVER PLC | 300 | 12,000 | 0.02% | ||
| 120 | VANGUARD S&P MID-CAP 400 GROWTH ETF | 95 | 11,000 | 0.02% | ||
| 121 | PROSHARES TR | 139 | 11,000 | 0.02% | ||
| 122 | DIAGEO P L C | 100 | 10,000 | 0.01% | ||
| 123 | ABBOTT LABS | 250 | 10,000 | 0.01% | ||
| 124 | DR PEPPER SNAPPLE GROUP INC | 108 | 10,000 | 0.01% | ||
| 125 | MASTERCARD INCORPORATED | 100 | 10,000 | 0.01% | ||
| 126 | LYONDELLBASELL INDUSTRIES N | 119 | 10,000 | 0.01% | ||
| 127 | ISHARES TR | 163 | 9,000 | 0.01% | ||
| 128 | ABBVIE INC | 151 | 9,000 | 0.01% | ||
| 129 | HORMEL FOODS CORP | 250 | 9,000 | 0.01% | ||
| 130 | CHIPOTLE MEXICAN GRILL INC | 25 | 9,000 | 0.01% | ||
| 131 | HONEYWELL INTL INC | 76 | 9,000 | 0.01% | ||
| 132 | BRISTOW GROUP INC COM | 384 | 8,000 | 0.01% | ||
| 133 | MONDELEZ INTL INC | 179 | 8,000 | 0.01% | ||
| 134 | PAYCHEX INC | 125 | 8,000 | 0.01% | ||
| 135 | MERCK & CO INC | 132 | 8,000 | 0.01% | ||
| 136 | NIPPON TELEG TEL CORPORATION SPONSORED ADR | 175 | 7,000 | 0.01% | ||
| 137 | KIMBERLY CLARK CORP | 50 | 6,000 | 0.01% | ||
| 138 | PACIRA PHARMACEUTICALS INC | 200 | 6,000 | 0.01% | ||
| 139 | DISCOVER FINL SVCS | 82 | 6,000 | 0.01% | ||
| 140 | WHIRLPOOL CORP | 25 | 5,000 | 0.01% | ||
| 141 | PRUDENTIAL FINL INC | 50 | 5,000 | 0.01% | ||
| 142 | KRAFT HEINZ CO | 59 | 5,000 | 0.01% | ||
| 143 | THOMSON REUTERS CORP | 125 | 5,000 | 0.01% | ||
| 144 | GENERAL MTRS CO | 125 | 4,000 | 0.01% | ||
| 145 | AMERICAN EXPRESS CO | 50 | 4,000 | 0.01% | ||
| 146 | ALPHABET INC | 5 | 4,000 | 0.01% | ||
| 147 | ISHARES TR | 106 | 4,000 | 0.01% | ||
| 148 | MCKESSON CORP | 20 | 3,000 | 0.00% | ||
| 149 | WELLTOWER INC | 50 | 3,000 | 0.00% | ||
| 150 | COLGATE PALMOLIVE CO | 50 | 3,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001696731-17-000003, filed 2017.02.09).
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.
