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Signature - Title
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Adam Enter - Chief Compliance Officer
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Location
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Santa Barbara, CA
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Holdings as of
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30 Sep 2024
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Value $
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$3.18B
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Num holdings
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898
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Filing time
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25 Nov 2024, 09:54:21 UTC
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Form type
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13F-HR/A-1 - Restatement
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Description
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All US holdings of this investor are reported in this report. Top holdings included AAPL, VOO, MSFT, DGRW, and CHD.
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Options Holdings
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Showing stock holdings,
see here
for options holdings