-
Signature - Title
-
Jeffrey J. Myers - Chief Compliance Officer
-
Location
-
Melville, NY
-
Holdings as of
-
March 31, 2025
-
Value $
-
$164M
-
Num holdings
-
78
-
Date filed
-
5/13/2025, 10:24 AM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included VTI, SCHB, KJAN, MOAT, and PBJA.