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Type	Result	AUM ($B)

CIK	Period
0001764970	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 2020-12-31

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	27.0
	Nvidia Corp	25.6
	Costco Wholesale Corp /NEW	19.9
	Apple Inc	19.4
	Amazon Com Inc	19.4
	Schwab Charles Corp	3.0
	J P Morgan Chase & Co	2.1
	Netflix Inc	2.0
	Broadcom Inc	1.9
	VISA Inc	1.6
	Facebook Inc	1.4
	Chevron Corp	1.4
	Alphabet Inc	1.3
	ServiceNow Inc	1.0
	AbbVie Inc	0.9
	Waste Management Inc	0.9
	Blackstone Group LP	0.9
	American Express Co	0.8
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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": 152058256, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

221036547