Search
⚲

Type	Result	AUM

CIK	Period
0001744349	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 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

Sector	Form 13F Holdings	Value ($B)
	Apple Inc	0.1
	SPDR Gold Trust	0.1
	Nvidia Corp	0.1
	Microsoft Corp	0.1
	Alphabet Inc	0.1
	Amazon Com Inc	0.1
	Broadcom Inc	0.1
	J P Morgan Chase & Co	0.1
	Home Depot Inc	0.0
	Enterprise Products Partners L P	0.0
	Lilly Eli & Co	0.0
	Alphabet Inc	0.0
	Facebook Inc	0.0
	Comcast Corp	0.0
Prev | Page 1 | Next

Related Firms	State	AUM
Princeton Fund Advisors LLC ✚	CO	780.0 M
Mount Yale Investment Advisors LLC ✚	CO

{"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": 217478806, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

326048074