| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | BLACKROCK MUNICIPAL BOND TR | 13,300 | 227,430 | 0.08% | ||
| 252 | TAUBMAN CENTERS | 3,153 | 224,588 | 0.08% | ||
| 253 | SPDR S&P 500 ETF TR | 1,083 | 222,578 | 0.08% | ||
| 254 | CONCHO RESOURCES | 2,168 | 219,055 | 0.07% | ||
| 255 | CVS HEALTH CORP | 2,061 | 213,803 | 0.07% | ||
| 256 | CITIGROUP INC | 5,119 | 213,720 | 0.07% | ||
| 257 | SPDR SER TR | 8,090 | 208,884 | 0.07% | ||
| 258 | VANGUARD INDEX FDS | 2,462 | 206,316 | 0.07% | ||
| 259 | ABBOTT LABS | 4,929 | 206,167 | 0.07% | ||
| 260 | VANGUARD SCOTTSDALE FDS | 2,328 | 202,410 | 0.07% | ||
| 261 | COMCAST CORP NEW | 3,297 | 201,391 | 0.07% | ||
| 262 | BANK AMER CORP | 12,897 | 174,363 | 0.06% | ||
| 263 | MICRON TECHNOLOGY INC | 14,930 | 156,317 | 0.05% | ||
| 264 | ALPS ETF TR | 13,394 | 146,262 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-24-000066, filed 2024.01.08).
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.
