Search
⚲

Type	Result	AUM ($B)

CIK	Period
0001690978 0001790295	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

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	14.7
	Nvidia Corp	13.8
	Apple Inc	13.3
	VISA Inc	9.2
	Alphabet Inc	8.3
	TJX Companies Inc /DE/	7.6
	Applied Materials Inc /DE	6.1
	Amazon Com Inc	6.1
	Oracle Corp	6.0
	Wal Mart Stores Inc	5.2
	Procter & Gamble Co	5.0
	iShares Comex Gold Trust	5.0
	Goldman Sachs Group Inc	4.8
	J P Morgan Chase & Co	4.5
	Broadcom Inc	4.4
	Automatic Data Processing Inc	4.4
	Costco Wholesale Corp /NEW	4.4
	Bank of New York Mellon Corp	4.3
	BlackRock Inc	4.0
	Johnson & Johnson	3.9
	Nucor Corp	3.9
	Aflac Inc	3.8
	Entergy Corp /DE/	3.6
	United Technologies Corp /DE/	3.6
	Facebook Inc	3.5
	Travelers Companies Inc	3.2
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": 166434809, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

243554647