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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ABBVIE INC | $2.8M | 12655 | 4.22% |
| 2 | MICROSOFT CORP | $2.6M | 6933 | 3.94% |
| 3 | ISHARES TR | $2.5M | 3828 | 3.83% |
| 4 | AFLAC INC | $2.5M | 22500 | 3.79% |
| 5 | ISHARES GOLD TR | $2.4M | 27755 | 3.75% |
| 6 | APPLE INC | $1.6M | 6147 | 2.39% |
| 7 | PEPSICO INC | $1.5M | 9754 | 2.32% |
| 8 | PROCTER & GAMBLE CO | $1.5M | 10378 | 2.30% |
| 9 | SPDR SERIES TRUST | $1.5M | 10000 | 2.24% |
| 10 | AUTOMATIC DATA PROCESSING IN | $1.4M | 6990 | 2.18% |
| 11 | EXCHANGE TRADED CONCEPTS TRU | $1.4M | 20142 | 2.11% |
| 12 | ELI LILLY & CO | $1.3M | 1418 | 2.00% |
| 13 | ANHEUSER BUSCH INBEV SA NV | $1.3M | 18723 | 1.99% |
| 14 | MERCK & CO INC | $1.2M | 9809 | 1.81% |
| 15 | SEAGATE TECHNOLOGY HLDNGS PL | $1.1M | 2857 | 1.72% |
| 16 | THERMO FISHER SCIENTIFIC INC | $1.1M | 2224 | 1.68% |
| 17 | JPMORGAN CHASE & CO | $1.1M | 3658 | 1.65% |
| 18 | ALLSTATE CORP | $1.1M | 5077 | 1.62% |
| 19 | SPDR SERIES TRUST | $1.1M | 39941 | 1.61% |
| 20 | SOUTHERN CO | $1.1M | 10880 | 1.61% |
| 21 | STATE STR SPDR S&P 500 ETF T | $1.0M | 1600 | 1.60% |
| 22 | ALPHABET INC | $1.0M | 3577 | 1.58% |
| 23 | ABBOTT LABORATORIES | $1.0M | 10000 | 1.58% |
| 24 | APPLIED MATLS INC | $957K | 2800 | 1.47% |
| 25 | CAPITAL ONE FINL CORP | $915K | 5014 | 1.40% |
| 26 | MEDTRONIC PLC | $803K | 9269 | 1.23% |
| 27 | VANGUARD INDEX FDS | $756K | 8528 | 1.16% |
| 28 | VERIZON COMMUNICATIONS INC | $728K | 14503 | 1.12% |
| 29 | TORTOISE CAPITAL SERIES TRUS | $704K | 67508 | 1.08% |
| 30 | BANK OF AMER CORP | $696K | 14272 | 1.07% |
| 31 | DUKE ENERGY CORP NEW | $660K | 5039 | 1.01% |
| 32 | BROADRIDGE FINL SOLUTIONS IN | $650K | 4000 | 1.00% |
| 33 | NVIDIA CORPORATION | $601K | 3444 | 0.92% |
| 34 | WISDOMTREE TR | $595K | 9895 | 0.91% |
| 35 | EXXON MOBIL CORP | $569K | 3352 | 0.87% |
| 36 | COCA COLA CO | $564K | 7416 | 0.87% |
| 37 | DEERE & CO | $536K | 951 | 0.82% |
| 38 | ARES CAPITAL CORP | $523K | 29000 | 0.80% |
| 39 | ALPHABET INC | $474K | 1652 | 0.73% |
| 40 | CHEVRON CORPORATION | $467K | 2259 | 0.72% |
| 41 | VANGUARD INDEX FDS | $457K | 1530 | 0.70% |
| 42 | TJX COS INC NEW | $446K | 2790 | 0.68% |
| 43 | LOWES COS INC | $437K | 1850 | 0.67% |
| 44 | SPDR SERIES TRUST | $435K | 3404 | 0.67% |
| 45 | LOCKHEED MARTIN CORP | $408K | 675 | 0.63% |
| 46 | STARWOOD PPTY TR INC | $389K | 22600 | 0.60% |
| 47 | PFIZER INC | $382K | 13601 | 0.59% |
| 48 | BROADCOM INC | $378K | 1220 | 0.58% |
| 49 | BARON ETF TR | $368K | 17627 | 0.56% |
| 50 | JACOBS SOLUTIONS INC | $366K | 2875 | 0.56% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.