| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANNALY CAP MGMT INC | 13,000 | 157,000 | 0.07% | ||
| 2 | AMERICAN EXPRESS CO | 2,394 | 202,000 | 0.08% | ||
| 3 | UNITED CONTL HLDGS INC | 2,717 | 204,000 | 0.09% | ||
| 4 | SCHWAB U.S. BROAD MARKET ETF | 3,568 | 209,000 | 0.09% | ||
| 5 | FACEBOOK INC | 1,445 | 218,000 | 0.09% | ||
| 6 | DISNEY WALT CO | 2,061 | 219,000 | 0.09% | ||
| 7 | TRAVELERS COMPANIES INC | 1,727 | 219,000 | 0.09% | ||
| 8 | SCHWAB US AGGREGATE BOND ETF | 4,313 | 225,000 | 0.09% | ||
| 9 | BLOCK H & R INC | 7,459 | 231,000 | 0.10% | ||
| 10 | DOMINION ENERGY INC | 3,042 | 233,000 | 0.10% | ||
| 11 | AMERISOURCEBERGEN CORP | 2,576 | 244,000 | 0.10% | ||
| 12 | SPDR INDEX SHS FDS | 6,800 | 262,000 | 0.11% | ||
| 13 | BRISTOL MYERS SQUIBB CO | 4,815 | 268,000 | 0.11% | ||
| 14 | ALPHABET INC | 304 | 276,000 | 0.12% | ||
| 15 | ISHARES TR | 1,144 | 278,000 | 0.12% | ||
| 16 | JOHNSON & JOHNSON | 2,112 | 279,000 | 0.12% | ||
| 17 | VANGUARD INDEX FDS | 2,978 | 288,000 | 0.12% | ||
| 18 | SPDR DOW JONES REIT ETF | 3,160 | 294,000 | 0.12% | ||
| 19 | MCDONALDS CORP | 2,022 | 310,000 | 0.13% | ||
| 20 | BOEING CO | 1,573 | 311,000 | 0.13% | ||
| 21 | ISHARES TR | 3,600 | 332,000 | 0.14% | ||
| 22 | VANGUARD STAR FDS | 6,850 | 356,000 | 0.15% | ||
| 23 | SCHWAB INTERNATIONAL EQUITY ETF | 12,045 | 383,000 | 0.16% | ||
| 24 | CATERPILLAR INC | 3,800 | 408,000 | 0.17% | ||
| 25 | WGL HLDGS INC COM | 5,000 | 417,000 | 0.18% | ||
| 26 | CODEXIS INC | 78,136 | 426,000 | 0.18% | ||
| 27 | COMCAST CORP NEW | 11,100 | 432,000 | 0.18% | ||
| 28 | SPDR SER TR | 4,995 | 444,000 | 0.19% | ||
| 29 | VANGUARD INDEX FDS | 2,048 | 455,000 | 0.19% | ||
| 30 | ORACLE CORP | 9,141 | 458,000 | 0.19% | ||
| 31 | EXXON MOBIL CORP | 6,215 | 502,000 | 0.21% | ||
| 32 | UNITED TECHNOLOGIES CORP | 4,687 | 572,000 | 0.24% | ||
| 33 | ALTRIA GROUP INC | 7,898 | 588,000 | 0.25% | ||
| 34 | JPMORGAN CHASE & CO | 6,952 | 635,000 | 0.27% | ||
| 35 | VANGUARD INDEX FDS | 4,470 | 637,000 | 0.27% | ||
| 36 | VANGUARD INTL EQUITY INDEX F | 15,843 | 647,000 | 0.27% | ||
| 37 | PHILIP MORRIS INTL INC | 5,699 | 669,000 | 0.28% | ||
| 38 | ISHARES TR | 15,286 | 709,000 | 0.30% | ||
| 39 | NVIDIA CORPORATION | 5,036 | 728,000 | 0.31% | ||
| 40 | PEPSICO INC | 7,017 | 810,000 | 0.34% | ||
| 41 | ISHARES TR | 31,020 | 814,000 | 0.34% | ||
| 42 | ISHARES TR | 32,647 | 817,000 | 0.34% | ||
| 43 | ISHARES TR | 32,485 | 818,000 | 0.34% | ||
| 44 | ISHARES TR | 33,058 | 822,000 | 0.35% | ||
| 45 | SCHLUMBERGER LTD | 13,445 | 885,000 | 0.37% | ||
| 46 | VISA INC | 9,536 | 894,000 | 0.38% | ||
| 47 | GENERAL ELECTRIC CO | 34,488 | 932,000 | 0.39% | ||
| 48 | NORFOLK SOUTHERN CORP | 7,942 | 967,000 | 0.41% | ||
| 49 | SHERWIN WILLIAMS CO | 3,400 | 1,193,000 | 0.50% | ||
| 50 | VANGUARD SPECIALIZED PORTFOL | 14,562 | 1,349,000 | 0.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001644, filed 2017.08.04).
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.
