WorthPointe, LLC

Q2 2023 13F Holdings

Location
La Jolla, CA
Holdings as of
6/30/2023
Value ($000)
$165,463
Num holdings
56
Date filed
8/11/2023
Form type
13F-HR
Prev filing
5/11/2023
Next filing
11/14/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type