| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 360,072 | 4,811,000 | 63.80% | ||
| 2 | Filament LLC | 121,452 | 1,623,000 | 21.52% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 56,550 | 756,000 | 10.03% | ||
| 4 | Regis Management CO LLC | 26,297 | 351,000 | 4.65% |
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.
