Instuitional Investor - Lucia Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Lucia Wealth Services, Llc
Portfolio Value $426,202,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. JNJ 191,956 $28,578,000 6.7%
2. AAPL 221,722 $25,678,000 6.02%
3. MSFT 110,559 $23,254,000 5.45%
4. BR 157,753 $20,823,000 4.88%
5. PARA 689,859 $19,323,000 4.53%