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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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March 31, 2024
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Value $
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$957M
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Num holdings
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235
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Date filed
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5/7/2024, 11:13 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 VGIT.
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Options Holdings
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Showing stock holdings,
see here
for options holdings