-
Signature - Title
-
Ashley Howard - CCO
-
Location
-
Fleming Island, FL
-
Holdings as of
-
March 31, 2025
-
Value $
-
$222M
-
Num holdings
-
97
-
Date filed
-
5/15/2025, 12:55 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included SPY, IVW, QQQ, IJJ, and IJS.