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Signature - Title
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Dana Grigg - President and Chief Compliance Officer
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Location
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San Francisco, CA
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Holdings as of
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March 31, 2025
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Value $
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$108M
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Num holdings
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51
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Date filed
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4/14/2025, 01:20 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 IVV, IEFA, SPY, PHYS, and XLI.
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Options Holdings
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Showing stock holdings,
see here
for options holdings