| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wealth Architects, LLC | 10,593 | 354,000 | 84.89% | ||
| 2 | Cornerstone Advisors, Inc. | 1,869 | 63,000 | 15.11% |
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.
