Instuitional Investor - Apriem Advisors

Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 5,632,258 $144,411,093 13.78%
2. BND 935,329 $68,877,610 6.57%
3. AAPL 234,310 $59,465,590 5.68%
4. GDX 542,530 $52,462,667 5.01%
5.
Vanguard World Fd - MEGA CAP VAL ETF
315,383 $45,714,766 4.36%