-
Signature - Title
-
Aryn Sands - Agent
-
Location
-
Mission Viejo, CA
-
Holdings as of
-
March 31, 2024
-
Value $
-
$397M
-
Num holdings
-
154
-
Date filed
-
4/22/2024, 02:47 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included MOAT, IVV, CALF, SMOT, and GCOW.