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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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June 30, 2020
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Value $
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$695M
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Num holdings
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341
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Date filed
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8/14/2020, 06:33 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 SCHX, GOVT, ESGU, EFG, and LQD.
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Options Holdings
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Showing stock holdings,
see here
for options holdings