Updated stock holdings:
$LMT 19%
$V 12%
$MSFT 10%
$AAPL 8%
$PG 7%
$BMY 7%
$ATVI 6%
$VZ 6%
$DIS 5%
$DHI 5%
$LHX 4%
$GRBK 2%
$AQN 2%

Sitting on 7% cash after I started buying a lot once the S&amp;P dropped into bear territory.