Search
⚲

Type	Result	AUM ($B)

CIK	Period
0001921093 0000215156 0001785280	2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31

Sector	Form 13F Holdings	Value ($M)
	J P Morgan Chase & Co	7.2
	Microsoft Corp	7.0
	Apple Inc	3.7
	Home Depot Inc	2.3
	United Technologies Corp /DE/	2.2
	General Electric Co	2.2
	PepsiCo Inc	2.2
	AbbVie Inc	2.1
	International Business Machines Corp	1.9
	Aflac Inc	1.9
	Broadcom Inc	1.6
	Chevron Corp	1.5
	Abbott Laboratories	1.4
	Northrop Grumman Corp /DE/	1.3
	Exxon Mobil Corp	1.3
	Johnson & Johnson	1.3
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 179953180, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

265819976