-
Signature - Title
-
Michael Herman - Chief Compliance Officer
-
Location
-
Mount Pleasant, SC
-
Holdings as of
-
December 31, 2023
-
Value $
-
$2.89B
-
Num holdings
-
1,068
-
Date filed
-
2/6/2024, 05:23 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, AGG, QQQ, and VONG.
-
Options Holdings
-
Showing stock holdings,
see here
for options holdings