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Type	Result	AUM ($B)

CIK

Period

0001601539

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

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	38.0
	Apple Inc	33.7
	Nvidia Corp	23.7
	Wintrust Financial Corp	17.1
	Abbott Laboratories	14.9
	Amazon Com Inc	13.0
	AbbVie Inc	12.4
	J P Morgan Chase & Co	11.7
	VISA Inc	8.2
	Oracle Corp	7.7
	Alphabet Inc	7.3
	American Express Co	7.0
	Alphabet Inc	7.0
	Facebook Inc	6.9
	Lilly Eli & Co	6.7
	Exxon Mobil Corp	6.4
	Broadcom Inc	6.3
	Costco Wholesale Corp /NEW	6.1
	McKesson Corp	5.3
	Chevron Corp	5.0
	Bank of America Corp /DE/	4.9
	Philip Morris International Inc	4.7
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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", "update_card": "/update-card"}

{"uid": 166526977, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

243762111