| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 189,021 | 419,000 | 86.39% | ||
| 2 | COMMERCE BANK | 11,030 | 25,000 | 5.15% | ||
| 3 | Huntington Steele LLC | 10,059 | 22,000 | 4.54% | ||
| 4 | AMERIPRISE FINANCIAL INC | 6,694 | 15,000 | 3.09% | ||
| 5 | Lenox Wealth Advisors, LLC | 1,924 | 4,000 | 0.82% |
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.
