Search
⚲

Type	Result	AUM

CIK	Period
0001820717	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

Sector	Form 13F Holdings	Value ($B)
	Apple Inc	0.1
	Microsoft Corp	0.1
	Broadcom Inc	0.1
	Sprott Physical Gold Trust	0.1
	J P Morgan Chase & Co	0.0
	Visa Inc	0.0
	Alphabet Inc	0.0
	Amazon Com Inc	0.0
	Mastercard Inc	0.0
	Wal Mart Stores Inc	0.0
	Parker Hannifin Corp	0.0
	TJX Companies Inc /DE/	0.0
	Valero Energy Corp/Tx	0.0
	FPL Group Inc	0.0
	Costco Wholesale Corp /NEW	0.0
	Oracle Corp	0.0
	Harris Corp /DE/	0.0
	Intuitive Surgical Inc	0.0
	Chevron Corp	0.0
	Coca Cola Co	0.0
	Rockwell Automation Inc	0.0
	Home Depot Inc	0.0
	Ace Ltd	0.0
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", "update_card": "/update-card"}

{"uid": 213469088, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

317627099