-
Signature - Title
-
Lisa Sternberg - CCO, COO
-
Location
-
Sherman Oaks, CA
-
Holdings as of
-
December 31, 2023
-
Value $
-
$206M
-
Num holdings
-
413
-
Date filed
-
10/28/2024, 06:35 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included AAPL, VOO, JPST, NVDA, and CLIP.