Search
⚲

Type	Result	AUM

CIK	Period
0001764970	2026-06-30 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 2020-12-31

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	23.3
	Nvidia Corp	23.0
	Microsoft Corp	20.6
	Amazon Com Inc	18.3
	Costco Wholesale Corp /NEW	12.1
	Alphabet Inc	9.1
	Broadcom Inc	2.6
	J P Morgan Chase & Co	2.5
	Schwab Charles Corp	2.5
	Caterpillar Inc	1.9
	Visa Inc	1.6
	Lockheed Martin Corp	1.3
	Alphabet Inc	1.3
	AbbVie Inc	1.2
	Oracle Corp	1.1
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", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 223892368, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

335220574