| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Rex Capital Advisors, LLC | 102,648 | 2,819,000 | 86.13% | ||
| 2 | Veritable, L.P. | 14,931 | 410,000 | 12.53% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1,586 | 44,000 | 1.34% |
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.
