| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 297,804 | 456,000 | 94.61% | ||
| 2 | AMERIPRISE FINANCIAL INC | 14,625 | 23,000 | 4.77% | ||
| 3 | Lenox Wealth Advisors, LLC | 1,924 | 3,000 | 0.62% |
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.
