| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 303,701 | 565,000 | 90.84% | ||
| 2 | AMERIPRISE FINANCIAL INC | 27,165 | 53,000 | 8.52% | ||
| 3 | Lenox Wealth Advisors, LLC | 1,924 | 4,000 | 0.64% |
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.
