-
Signature - Title
-
Brian Lavoie - CCO/Director of Operations
-
Location
-
Solana Beach, CA
-
Holdings as of
-
March 31, 2021
-
Value $
-
$661M
-
Num holdings
-
450
-
Date filed
-
5/14/2021, 02:08 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included AAPL, SPY, MSFT, QQQ, and AMZN.