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Type	Result	AUM ($B)

CIK	Period
0001744348	2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-03-31 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 2018-06-30

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	15.5
	iShares Comex Gold Trust	9.5
	J P Morgan Chase & Co	7.6
	Apple Inc	7.2
	Nvidia Corp	6.3
	Broadcom Inc	6.2
	International Business Machines Corp	6.1
	Seagate Technology PLC	5.1
	Tyler Technologies Inc	5.0
	Corning Inc /NY	4.7
	Cisco Systems Inc	4.0
	Waste Management Inc	3.9
	National Grid PLC	3.7
	HSBC Holdings PLC	3.7
	Unilever PLC	3.4
	AT&T Inc	3.0
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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": 157237246, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

227669756