Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Holdings Group, Inc. 125,037 shares Common Stock | Common Stock | — | $9.5M | $7.9M | 99.2% | |
| Fidelity 507 units Contrafund | Other securities | — | $7K | $11K | 0.1% | |
| SPDR 17 units S&P 500 ETF Trust | Other securities | — | $4K | $10K | 0.1% | |
| T. Rowe Price 127 units Value I Class | Other securities | — | $5K | $6K | <0.1% | |
| JPMorgan 114 units Core Plus Bond | Other securities | — | $6K | $5K | <0.1% | |
| iShares 52 units Russell Mid-Cap | Other securities | — | $2K | $5K | <0.1% | |
| Vanguard 94 units FTSE Developed Markets | Other securities | — | $4K | $4K | <0.1% | |
| Fidelity 314 units Advisor Limited Term Bond | Other securities | — | $4K | $4K | <0.1% | |
| Vanguard 27 units High Dividend Yield | Other securities | — | $3K | $3K | <0.1% | |
| SPDR 107 units Short Term Corp Bd | Common Stock | — | $3K | $3K | <0.1% | |
| Vanguard 36 units Short-Term Corp Bd | Common Stock | — | $3K | $3K | <0.1% | |
| Fidelity 289 units Advisor Total Bond | Other securities | — | $3K | $3K | <0.1% | |
| iShares 22 units Core S&P Small Cap | Other securities | — | $1K | $3K | <0.1% | |
| Vanguard 21 units Interm-Term Bond | Other securities | — | $2K | $2K | <0.1% | |
| Fidelity 508 units Government Cash Reserves 817 * Fidelity 14 units Extended Market Index Fund 985 | Cash / Money Market | — | — | $1K | <0.1% | |
| Fidelity 45 units Small Cap Index Fund 929 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
