| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | JOHNSON & JOHNSON | 20,847 | 2,596,000 | 1.72% | ||
| 102 | QUALCOMM INC | 47,995 | 2,752,000 | 1.83% | ||
| 103 | DISNEY WALT CO | 26,101 | 2,960,000 | 1.97% | ||
| 104 | ISHARES TR | 20,432 | 3,033,000 | 2.01% | ||
| 105 | MICROSOFT CORP | 48,294 | 3,181,000 | 2.11% | ||
| 106 | WISDOMTREE TR | 94,590 | 3,336,000 | 2.21% | ||
| 107 | SPDR S&P 600 SMALL CAP VALUE ETF | 28,548 | 3,370,000 | 2.24% | ||
| 108 | ISHARES TR | 58,184 | 4,024,000 | 2.67% | ||
| 109 | ISHARES TR | 26,861 | 4,599,000 | 3.05% | ||
| 110 | ISHARES TR | 74,133 | 4,618,000 | 3.07% | ||
| 111 | APPLE INC | 35,627 | 5,118,000 | 3.40% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-004086, filed 2017.05.09).
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.
