| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 227,419 | 6,370,000 | 87.00% | ||
| 2 | AMERIPRISE FINANCIAL INC | 21,171 | 593,000 | 8.10% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,674 | 355,000 | 4.85% | ||
| 4 | ASSET DEDICATION, LLC | 128 | 4,000 | 0.05% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
