| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 18,875 | 64,000 | 45.71% | ||
| 2 | GOLDMAN SACHS GROUP INC | 12,826 | 44,000 | 31.43% | ||
| 3 | WELLS FARGO & COMPANY/MN | 6,250 | 21,000 | 15.00% | ||
| 4 | Creative Planning | 3,000 | 10,000 | 7.14% | ||
| 5 | BlackRock Investment Management, LLC | 327 | 1,000 | 0.71% | ||
| 6 | MORGAN STANLEY | 17 | 0 | 0.00% |
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.
