-
Signature - Title
-
David Ito - CHIEF COMPLIANCE OFFICER
-
Location
-
San Luis Obispo, CA
-
Holdings as of
-
March 31, 2022
-
Value $
-
$1.48B
-
Num holdings
-
570
-
Date filed
-
5/6/2022, 08:07 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included SCHX, ESGU, SPAB, GOVT, and AAPL.
-
Options Holdings
-
Showing stock holdings,
see here
for options holdings