| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | SPDR S&P 500 ETF TR | 23,844 | 5,793,000 | 7.39% | ||
| 202 | AQUA AMERICA INC | 189,517 | 6,310,000 | 8.05% | ||
| 203 | SPDR S&P MIDCAP 400 ETF TR | 52,086 | 16,571,000 | 21.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000600, filed 2017.11.01).
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.
