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Signature - Title
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Mike Clark - Managing Partner, CCO
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Location
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Cincinnati, OH
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Holdings as of
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December 31, 2024
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Value $
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$273M
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Num holdings
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1,142
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Date filed
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2/10/2025, 04:36 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 VTV, VUG, VOO, PG, and VOE.
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Options Holdings
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Showing stock holdings,
see here
for options holdings