| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | VANGUARD INTL EQUITY INDEX F | 38,298 | 1,370,000 | 0.55% | ||
| 152 | KIMBERLY CLARK CORP | 12,082 | 1,379,000 | 0.56% | ||
| 153 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 17,223 | 1,491,000 | 0.60% | ||
| 154 | FORD MTR CO DEL | 124,345 | 1,508,000 | 0.61% | ||
| 155 | DUKE ENERGY CORP NEW | 20,171 | 1,566,000 | 0.63% | ||
| 156 | JOHNSON & JOHNSON | 13,637 | 1,571,000 | 0.64% | ||
| 157 | SOUTHERN CO | 32,773 | 1,612,000 | 0.65% | ||
| 158 | ETFIS SER TR I | 63,919 | 1,613,000 | 0.65% | ||
| 159 | COCA COLA CO | 39,396 | 1,633,000 | 0.66% | ||
| 160 | PHILIP MORRIS INTL INC | 18,741 | 1,715,000 | 0.69% | ||
| 161 | ABBVIE INC | 27,752 | 1,738,000 | 0.70% | ||
| 162 | MERCK & CO INC | 29,568 | 1,741,000 | 0.71% | ||
| 163 | PROCTER AND GAMBLE CO | 20,981 | 1,764,000 | 0.71% | ||
| 164 | ISHARES INC | 42,177 | 1,790,000 | 0.73% | ||
| 165 | J P MORGAN EXCHANGE TRADED F | 38,076 | 1,863,000 | 0.75% | ||
| 166 | SSGA ACTIVE ETF TR | 40,156 | 1,907,000 | 0.77% | ||
| 167 | ALTRIA GROUP INC | 28,694 | 1,940,000 | 0.79% | ||
| 168 | SELECT SECTOR SPDR TR | 26,539 | 1,999,000 | 0.81% | ||
| 169 | GENERAL ELECTRIC CO | 66,202 | 2,092,000 | 0.85% | ||
| 170 | ADVISORSHARES TRUST NEWFLT MULSINC ETF | 45,268 | 2,199,000 | 0.89% | ||
| 171 | APPLE INC | 19,431 | 2,250,000 | 0.91% | ||
| 172 | EXXON MOBIL CORP | 26,850 | 2,424,000 | 0.98% | ||
| 173 | POWERSHARES QQQ TRUST | 20,961 | 2,483,000 | 1.01% | ||
| 174 | ISHARES TR | 56,409 | 2,665,000 | 1.08% | ||
| 175 | VERIZON COMMUNICATIONS INC | 51,779 | 2,764,000 | 1.12% | ||
| 176 | ISHARES | 49,519 | 2,789,000 | 1.13% | ||
| 177 | ISHARES | 59,420 | 2,793,000 | 1.13% | ||
| 178 | SPDR SER TR | 106,363 | 2,944,000 | 1.19% | ||
| 179 | ISHARES TR | 49,121 | 3,129,000 | 1.27% | ||
| 180 | CHEVRON CORP NEW | 31,794 | 3,742,000 | 1.52% | ||
| 181 | AT&T INC | 89,942 | 3,825,000 | 1.55% | ||
| 182 | FIRST TR LRGE CP CORE ALPHA | 94,592 | 4,613,000 | 1.87% | ||
| 183 | ISHARES TR | 44,097 | 4,770,000 | 1.93% | ||
| 184 | ISHARES TR | 106,618 | 4,821,000 | 1.95% | ||
| 185 | ISHARES TR | 98,772 | 5,066,000 | 2.05% | ||
| 186 | ISHARES TR | 35,185 | 7,916,000 | 3.21% | ||
| 187 | VANGUARD TAX-MANAGED FDS | 454,921 | 16,623,000 | 6.73% | ||
| 188 | VANGUARD INDEX FDS | 119,246 | 24,482,000 | 9.92% | ||
| 189 | ISHARES TR | 246,583 | 26,646,000 | 10.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001697723-17-000001, filed 2017.02.14).
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.
