KWB Wealth

Q1 2023 13F Holdings

Location
Redlands, CA
Holdings as of
3/31/2023
Value ($000)
$542,086
Num holdings
119
Date filed
4/7/2023
Form type
13F-HR
Prev filing
2/9/2023
Next filing
7/24/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type