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Signature - Title
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Brittany Kalsky - Chief Compiance Officer
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Location
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Kennett Square, PA
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Holdings as of
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June 30, 2023
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Value $
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$892M
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Num holdings
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240
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Date filed
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8/11/2023, 10:57 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 SCHF, VTV, VUG, VCSH, and SCHO.
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Options Holdings
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Showing stock holdings,
see here
for options holdings