Crown Oak Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Piedmont, CA
CIK
0002009273
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
22
181,639
SCHW, V, CHD, HEI-A
13F-HR
5/13/2024
000122107324000043
Q4 2023
21
171,039
SCHW, V, CHD, IT
13F-HR
1/29/2024
000122107324000007