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Signature - Title
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David Ito - CHIEF COMPLIANCE OFFICER
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Location
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San Luis Obispo, CA
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Holdings as of
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March 31, 2020
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Value $
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$635M
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Num holdings
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340
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Date filed
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5/12/2020, 01:13 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 GOVT, SCHX, IEFA, QUAL, and USMV.
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Options Holdings
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Showing stock holdings,
see here
for options holdings