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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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September 30, 2021
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Value $
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$1.14B
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Num holdings
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506
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Date filed
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11/18/2021, 10:43 AM
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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, ESGU, SPAB, GOVT, and EFG.
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Options Holdings
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Showing stock holdings,
see here
for options holdings