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Notable people
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Lucinda Falk, Andrew D. Wingate
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Signature - Title
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Kristen Breault - Chief Compliance Officer
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Location
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Summit, NJ
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Holdings as of
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June 30, 2023
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Value $
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$756M
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Num holdings
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159
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Date filed
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8/11/2023, 01:05 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 SPY, VTI, SCHB, AAPL, and BRKA.