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Signature - Title
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Catherine Prentice - Director, Compliance
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Location
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Newport Beach, CA
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Holdings as of
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March 31, 2022
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Value $
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$7.29B
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Num holdings
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1,181
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Date filed
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5/16/2022, 05:39 PM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included VOO, AAPL, MSFT, VO, and IVV.
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Options Holdings
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Showing stock holdings,
see here
for options holdings