Style
YieldTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co COM(JPM) | 471,920 | $152.1M | 96.02% |
| 2 | Apple Inc COM(AAPL) | 18,077 | $4.9M | 3.10% |
| 3 | Seacoast BKG Corp FLA COM New(SBCF) | 20,625 | $648.0K | 0.41% |
| 4 | Schwab U.S. Mid-Cap ETF(SCHM) | 13,162 | $395.8K | 0.25% |
| 5 | Schwab U.S. Small-Cap ETF(SCHA) | 11,978 | $341.1K | 0.22% |
Latest filing, equity positions only