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Type	Result	AUM

CIK

Period

0001616525

2026-03-31 2025-12-31 2025-09-30 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 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30

Sector	Form 13F Holdings	Value ($B)
	Apple Inc	7.7
	Microsoft Corp	6.6
	Nvidia Corp	6.1
	Broadcom Inc	5.0
	Amazon Com Inc	4.4
	J P Morgan Chase & Co	4.3
	Alphabet Inc	3.8
	Wal Mart Stores Inc	3.0
	Johnson & Johnson	2.5
	Facebook Inc	2.2
	Alphabet Inc	2.2
	AbbVie Inc	2.1
	Eaton Corp Ltd	2.0
	Home Depot Inc	1.9
	Visa Inc	1.7
	Analog Devices Inc	1.5
	Chevron Corp	1.5
	Lilly Eli & Co	1.5
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{"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", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 225458675, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

337668959