Chester Gary Lloyd - Partner, Chief Compliance Officer
Location
Bar Harbor, ME
Holdings as of
30 Sep 2022
Value $
$219,076,000
Num holdings
680
Filing time
31 Oct 2022, 12:04:52 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFA GLOBAL EQUITY I, SCHWAB US TREASURY MONEY INVESTOR, VIG, AAPL, and BRKB.
Filing 2022 Q3 compared to 2022 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Chester Gary Lloyd
Partner, Chief Compliance Officer
Bar Harbor, Maine
31 Oct 2022
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