Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARY CLANTON | 11-1831226 | — | OFFICER | $183K | — |
| LEADING EDGE ADMINSTRATORS | — | NEW YORK, NY | NONE | $145K | — |
| RAYMOND JAMES FINANCIALS | 59-1517485 | — | NONE | $74K | — |
| SHAHIDAH CLANTON |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares Core US Aggregate Bond ETF | Other securities | — | $11.0M | $10.1M | 35.9% | |
| Ishares Broad USD High Yield Corp BD ETF | Common Stocks | — | $2.2M | $2.1M | 7.4% | |
| Ishares Core 7-10 Year Treasury Bond ETF | U.S. Treasuries | — | $2.2M | $2.1M | 7.4% | |
| Chase Select High Yield MMA Demand Var % | Other securities | — | $1.8M | $1.8M | 6.3% | |
| Vanguard High Dividend yield ETF | Mutual Funds | — | $761K | $862K | 3.1% | |
| Ishares Msci USA Min Vol Factor ETF | Other securities | — | $763K | $855K | 3.0% | |
| Ishares JP Morgan USD Emerging Mkts Bd ETF | Other securities | — | $804K | $730K | 2.6% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | $390K | $485K | 1.7% | |
| RJ Bank ST Investment MMA Demand Var | Other securities | — | $294K | $294K | 1.0% | |
| Nvidia Corp | Common Stocks | — | $30K | $111K | 0.4% | |
| Amazon.Com Inc | Common Stocks | — | $76K | $104K | 0.4% | |
| Microsoft Corp | Common Stocks | — | $65K | $84K | 0.3% | |
| Apple Inc | Common Stocks | — | $49K | $70K | 0.3% | |
| Meta Platforms Inc | Common Stocks | — | $36K | $67K | 0.2% | |
| Broadcom Inc | Common Stocks | — | $25K | $67K | 0.2% | |
| Progressive Corp | Common Stocks | — | $39K | $64K | 0.2% | |
| JPMorgan Chase & Co | Common Stocks | — | $40K | $57K | 0.2% | |
| Boeing Company | Common Stocks | — | $57K | $52K | 0.2% | |
| Netflix Inc | Common Stocks | — | $26K | $49K | 0.2% | |
| Alphabet Inc | Common Stocks | — | $39K | $48K | 0.2% | |
| Cigna Corp | Common Stocks | — | $42K | $46K | 0.2% | |
| McKesson Corp | Common Stocks | — | $27K | $45K | 0.2% | |
| Nestle Sa | Common Stocks | — | $63K | $43K | 0.2% | |
| Zurich Insurance Group Ag | Common Stocks | — | $33K | $42K | 0.1% | |
| Taiwan Semiconductor Manufacturing Co Ltd | Common Stocks | — | $28K | $42K | 0.1% | |
| Exxon Mobil Corp | Common Stocks | — | $42K | $40K | 0.1% | |
| Tesla Inc | Common Stocks | — | $25K | $40K | 0.1% | |
| Schneider Electric Se | Common Stocks | — | $31K | $40K | 0.1% | |
| Ubs Group Ag | Common Stocks | — | $28K | $39K | 0.1% | |
| Linde Plc | Common Stocks | — | $34K | $39K | 0.1% | |
| ConocoPhillips | Other securities | — | $36K | $38K | 0.1% | |
| Hitachi Ltd | Common Stocks | — | $24K | $38K | 0.1% | |
| Analog Devices Inc | Common Stocks | — | $33K | $38K | 0.1% | |
| Aon Plc | Common Stocks | — | $32K | $37K | 0.1% | |
| Morgan Stanley | Other securities | — | $29K | $35K | 0.1% | |
| Amadeus It Group Sa | Common Stocks | — | $33K | $35K | 0.1% | |
| Dominion Energy Inc | Common Stocks | — | $38K | $34K | 0.1% | |
| Marriott International Inc | Common Stocks | — | $23K | $34K | 0.1% | |
| Paccar Inc | Common Stocks | — | $31K | $34K | 0.1% | |
| Abbott Labs | Other securities | — | $31K | $33K | 0.1% | |
| London STk Exchange Group | Common Stocks | — | $26K | $33K | 0.1% | |
| Roche Holding Ag | Common Stocks | — | $39K | $33K | 0.1% | |
| Duke Energy Corp | Common Stocks | — | $30K | $32K | 0.1% | |
| Bnp Paribas | Other securities | — | $34K | $32K | 0.1% | |
| Fujitsu Ltd | Common Stocks | — | $29K | $32K | 0.1% | |
| Eaton Corp Plc | Common Stocks | — | $24K | $32K | 0.1% | |
| Southern Co | Common Stocks | — | $26K | $31K | 0.1% | |
| Natewest Group PLC | Common Stocks | — | $22K | $31K | 0.1% | |
| Cyberark Software | Other securities | — | $17K | $31K | 0.1% | |
| Accenture Plc | Common Stocks | — | $29K | $31K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 11-1831226 |
| — |
| EMPLOYEE |
| $72K |
| — |
| BARNES, IACCARINO & SHEPHERD, LLP | 26-3858697 | — | NONE | $30K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $19K | — |
| GARY ROTHMAN | — | NEW YORK, NY | NONE | $18K | — |
| MINSKY & COTTONE, CPAS, PC | 11-3223712 | — | NONE | $16K | — |
