Search
⚲

Type	Result	AUM

CIK	Period
0001740639	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)
	Microsoft Corp	7.0
	Apple Inc	6.1
	UnitedHealth Group Inc	4.0
	Accenture PLC	3.9
	Eaton Corp Ltd	3.8
	Mastercard Inc	3.4
	J P Morgan Chase & Co	3.4
	Alphabet Inc	3.3
	Broadcom Inc	3.1
	Costco Wholesale Corp /NEW	3.0
	Lilly Eli & Co	2.9
	Bank of America Corp /DE/	2.7
	Chevron Corp	2.6
	BlackRock Inc	2.5
	Harris Corp /DE/	2.4
	ASML Holding NV	2.4
	Amazon Com Inc	2.3
	Amgen Inc	2.3
	Home Depot Inc	2.2
	Target Corp	2.2
	Coca Cola Co	2.2
	McDonalds Corp	2.2
	Novo Nordisk A S	2.1
	CSX Corp	2.1
	TJX Companies Inc /DE/	2.1
	Union Pacific Corp	2.1
	FPL Group Inc	2.1
	Analog Devices Inc	2.1
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": 223709025, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

335005981