| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 425,445 | 5,956,000 | 95.45% | ||
| 2 | Freedom Investment Management, Inc. | 16,286 | 228,000 | 3.65% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 4,002 | 56,023 | 0.90% |
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.
