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Type	Result	AUM ($B)

CIK	Period
0001744349	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 ($M)
	Apple Inc	143.2
	Microsoft Corp	20.9
	Alphabet Inc	18.8
	Amazon Com Inc	17.5
	Nvidia Corp	14.3
	Alphabet Inc	13.4
	Spotify Technology Sa	11.9
	J P Morgan Chase & Co	10.4
	Facebook Inc	9.2
	Broadcom Inc	8.5
	Taiwan Semiconductor Manufacturing Co Ltd	8.2
	Procter & Gamble Co	7.1
	Walt Disney Co	7.0
	SPDR Gold Trust	6.6
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Related Firms	State	AUM ($B)
Princeton Fund Advisors LLC ✚	CO	0.8
Mount Yale Investment Advisors, LLC ✚	CO	0.0

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