| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MCDONALDS CORP | 2,022 | 310,000 | 0.13% | ||
| 52 | SPDR DOW JONES REIT ETF | 3,160 | 294,000 | 0.12% | ||
| 53 | VANGUARD INDEX FDS | 2,978 | 288,000 | 0.12% | ||
| 54 | JOHNSON & JOHNSON | 2,112 | 279,000 | 0.12% | ||
| 55 | ISHARES TR | 1,144 | 278,000 | 0.12% | ||
| 56 | ALPHABET INC | 304 | 276,000 | 0.12% | ||
| 57 | BRISTOL MYERS SQUIBB CO | 4,815 | 268,000 | 0.11% | ||
| 58 | SPDR INDEX SHS FDS | 6,800 | 262,000 | 0.11% | ||
| 59 | AMERISOURCEBERGEN CORP | 2,576 | 244,000 | 0.10% | ||
| 60 | DOMINION ENERGY INC | 3,042 | 233,000 | 0.10% | ||
| 61 | BLOCK H & R INC | 7,459 | 231,000 | 0.10% | ||
| 62 | SCHWAB US AGGREGATE BOND ETF | 4,313 | 225,000 | 0.09% | ||
| 63 | DISNEY WALT CO | 2,061 | 219,000 | 0.09% | ||
| 64 | TRAVELERS COMPANIES INC | 1,727 | 219,000 | 0.09% | ||
| 65 | FACEBOOK INC | 1,445 | 218,000 | 0.09% | ||
| 66 | SCHWAB U.S. BROAD MARKET ETF | 3,568 | 209,000 | 0.09% | ||
| 67 | UNITED CONTL HLDGS INC | 2,717 | 204,000 | 0.09% | ||
| 68 | AMERICAN EXPRESS CO | 2,394 | 202,000 | 0.08% | ||
| 69 | ANNALY CAP MGMT INC | 13,000 | 157,000 | 0.07% |
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.
