Matt Nakamura - Manager, Risk Assessment & Strategic Response
Location
Portland, OR
Holdings as of
30 Jun 2021
Value $
$1,023,117,000
Num holdings
229
Filing time
19 Aug 2021, 12:31:22 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SPY, IVV, QQQ, AAPL, and DFAC.
Filing 2021 Q2 compared to 2021 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Matt Nakamura
Manager, Risk Assessment & Strategic Response
San Diego, California
19 Aug 2021
List of Other Managers Reporting for M Holdings Securities, Inc.:
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