KWB Wealth

Q4 2022 13F Holdings

Location
Redlands, CA
Holdings as of
12/31/2022
Value ($000)
$526,108
Num holdings
111
Date filed
2/9/2023
Form type
13F-HR
Prev filing
11/14/2022
Next filing
4/7/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type