| |
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|
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|
% OF |
|
ISSUE |
SHARES |
VALUE |
ASSETS |
|
|
1 |
Berkshire
Hathaway Inc., Class A |
179
|
20,934,050 |
21.61% |
| 2 |
Ventas Inc |
226,200 |
12,578,982 |
12.99% |
| 3 |
Ithan Creek Partners, L.P. |
7
|
9,993,383 |
10.32% |
| 4 |
C&S Infrastructure Fund |
366,952 |
5,992,326 |
6.19% |
| 5 |
Johnson & Johnson |
86,000
|
5,537,540 |
5.72% |
| 6 |
Advent Claymore Global Convertible
Securities & Income, Series W7 |
160
|
3,308,316 |
3.42% |
| 7 |
LTC Properties, Inc. |
112,000 |
3,176,320 |
3.28% |
| 8 |
Unilever NV |
78,000
|
2,694,977 |
2.78% |
| 9 |
Freeport-McMoRan Copper & Gold, Inc. |
56,500
|
2,274,690 |
2.35% |
| 10 |
F&C/Claymore Total Return Fund |
122,992 |
2,181,878 |
2.25% |
| 11 |
TS&W/Claymore Tax-Advantage Balanced Fund |
81
|
1,809,637 |
1.87% |
| 12 |
AllianceBernstein Holding LP |
122,500 |
1,735,825 |
1.79% |
| 13 |
Western Asset Premier Bond Fund, Series M |
80
|
1,547,926 |
1.60% |
| 14 |
Gabelli Dividend & Income Trust, Series C |
68
|
1,441,906 |
1.49% |
| 15 |
3M Co |
18,000
|
1,422,360 |
1.47% |
| 16 |
Pimco Corporate Opportunity Fund, Series W |
69
|
1,255,560 |
1.30% |
| 17 |
Altria Group Inc. |
45,000
|
1,239,750 |
1.28% |
| 18 |
Inergy L.P. |
42,000
|
1,205,820 |
1.24% |
| 19 |
Sanofi |
14,500
|
1,042,507 |
1.08% |
| 20 |
Diamond Offshore Drilling |
14,000
|
917,560 |
0.95% |
| 21 |
Muenchener Rueckver |
6,700
|
903,531 |
0.93% |
| 22 |
Public Service Enterprise Group Inc |
16,600
|
559,420 |
0.58% |
| 23 |
SCANA Corp |
12,400
|
524,272 |
0.54% |
| 24 |
Procter & Gamble Co |
8,000
|
511,920 |
0.53% |
| 25 |
Transocean Ltd. |
8,000
|
457,200 |
0.47% |
| 26 |
RMR Asia Pacific Real Estate Fund |
24,411
|
374,953 |
0.39% |
| 27 |
Kiwi Income Property Trust |
390,199 |
332,929 |
0.34% |
| 28 |
RWE AG |
4,500
|
192,684 |
0.20% |
| 29 |
Guoco Group Ltd |
5,000
|
47,723
|
0.05% |
| 30 |
Cheung Kong Holdings Ltd. |
100
|
$
1,259 |
0.00% |
|
|
|
|
|
|
Total Common, Preferred Stock and ARPS |
|
$
86,197,204 |
|
|
Cash and Cash Equivalents |
|
$
10,765,227 |
|
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