PROFESSIONAL PLANNING

Q1 2021 13F Holdings

Location
Thousand Oaks, CA
Holdings as of
3/31/2021
Value ($000)
$204,762
Num holdings
120
Date filed
5/14/2021
Form type
13F-HR
Prev filing
2/18/2021
Next filing
8/16/2021
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type