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| GHE LLC
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| CRD # | 125245 |
| SEC # | 801-121636 |
| CIK # | 0001910179 |
| AUM | 252.6 M (2026-06-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 901-327-2788 |
| Address | 4646 Poplar Ave Memphis, TN 38117-4442 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910179 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 130.5 | ||
| PIMCO Corporate & Income Strategy Fund | 7.7 | ||
| Marathon Petroleum Corp | 7.0 | ||
| Moodys Corp /DE/ | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| American Express Co | 5.1 | ||
| Adobe Systems Inc | 5.0 | ||
| McGraw-Hill Companies Inc | 4.7 | ||
| Lowes Companies Inc | 4.5 | ||
| Progressive Corp/Oh/ | 4.2 | ||
| Arista Networks Inc | 3.9 | ||
| McDonalds Corp | 3.6 | ||
| Starbucks Corp | 2.9 | ||
| Automatic Data Processing Inc | 2.9 | ||
| Horton D R Inc /DE/ | 2.5 | ||
| Qualcomm Inc/DE | 2.5 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 2.4 | ||
| MSCI Inc | 2.4 | ||
| Johnson & Johnson | 2.3 | ||
| Ace Ltd | 2.2 | ||
| Cisco Systems Inc | 2.1 | ||
| Marriott International Inc /MD/ | 1.7 | ||
| PepsiCo Inc | 1.6 | ||
| Paychex Inc | 1.6 | ||
| KB Home | 1.6 | ||
| Price T Rowe Group Inc | 1.5 | ||
| Colgate Palmolive Co | 1.3 | ||
| Beazer Homes USA Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 15.0 |
| (b) Individuals (high net worth individuals) | 62 | 213.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 15.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 252.6 |
| By Discretionary | ||
| Discretionary | 131 | 252.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 131 | 252.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.6 | |
| Total | 131 | 252.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910179] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 101 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Sterling Retirement Group of Sacramento Inc
✚
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✚
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|
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✚
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