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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, 2022
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Value $
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$1.37B
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Num holdings
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511
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Date filed
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8/9/2022, 07:15 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, ESGU, SPAB, GOVT, and EFV.
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Options Holdings
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Showing stock holdings,
see here
for options holdings