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CIK 0001800593 • 1 13F filing • Apr 17, 2025 – Apr 17, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $581K | 0.0% | 4,380 SH | |
| ABBVIE INC | COM | $667K | 0.0% | 3,182 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $348K | 0.0% | 1,116 SH | |
| ADOBE INC | COM | $297K | 0.0% | 774 SH | |
| ADVANCED MICRO DEVICES INC | COM | $868K | 0.1% | 8,445 SH | |
| AEGON LTD | AMER REG 1 CERT | $107K | 0.0% | 16,237 SH | |
| AFLAC INC | COM | $561K | 0.0% | 5,044 SH | |
| AIRBNB INC | COM CL A | $3.1M | 0.2% | 26,340 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $3.1M | 0.2% | 23,104 SH | |
| ALPHABET INC | CAP STK CL A | $6.2M | 0.4% | 39,967 SH | |
| ALPHABET INC | CAP STK CL C | $23.5M | 1.5% | 150,364 SH | |
| ALTRIA GROUP INC | COM | $229K | 0.0% | 3,819 SH | |
| AMAZON COM INC | COM | $5.7M | 0.4% | 29,816 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $60.8M | 4.0% | 1,010,464 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $80.9M | 5.3% | 1,220,027 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $153.3M | 10.0% | 1,659,169 SH | |
| AMERICAN EXPRESS CO | COM | $2.4M | 0.2% | 8,780 SH | |
| AMERICAN WTR WKS CO INC NEW | COM | $287K | 0.0% | 1,944 SH | |
| AMERIPRISE FINL INC | COM | $295K | 0.0% | 610 SH | |
| AMGEN INC | COM | $372K | 0.0% | 1,193 SH | |
| ANALOG DEVICES INC | COM | $229K | 0.0% | 1,136 SH | |
| APPLE INC | COM | $30.0M | 2.0% | 134,925 SH | |
| APPLIED MATLS INC | COM | $358K | 0.0% | 2,464 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $374K | 0.0% | 564 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $238K | 0.0% | 3,241 SH | |
| AT&T INC | COM | $312K | 0.0% | 11,030 SH | |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $180K | 0.0% | 13,220 SH | |
| BANCO SANTANDER S.A. | ADR | $467K | 0.0% | 69,738 SH | |
| BANK AMERICA CORP | COM | $353K | 0.0% | 8,456 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.2M | 0.2% | 4 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.0M | 0.3% | 7,590 SH | |
| BLACKROCK INC | COM | $218K | 0.0% | 230 SH | |
| BLEND LABS INC | CL A | $50K | 0.0% | 14,815 SH | |
| BOEING CO | COM | $422K | 0.0% | 2,475 SH | |
| BOOKING HOLDINGS INC | COM | $257K | 0.0% | 56 SH | |
| BOSTON SCIENTIFIC CORP | COM | $389K | 0.0% | 3,859 SH | |
| BROADCOM INC | COM | $723K | 0.0% | 4,317 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $450K | 0.0% | 1,857 SH | |
| CATERPILLAR INC | COM | $311K | 0.0% | 943 SH | |
| CCC INTELLIGENT SOLUTIONS HL | COM | $44.2M | 2.9% | 4,890,424 SH | |
| CHEVRON CORP NEW | COM | $1.1M | 0.1% | 6,377 SH | |
| CISCO SYS INC | COM | $503K | 0.0% | 8,152 SH | |
| CITIGROUP INC | COM NEW | $263K | 0.0% | 3,704 SH | |
| COCA COLA CO | COM | $1.1M | 0.1% | 14,804 SH | |
| COLGATE PALMOLIVE CO | COM | $363K | 0.0% | 3,871 SH | |
| COSTCO WHSL CORP NEW | COM | $942K | 0.1% | 996 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $2.2M | 0.1% | 6,281 SH | |
| DANAHER CORPORATION | COM | $400K | 0.0% | 1,953 SH | |
| DATADOG INC | CL A COM | $23.1M | 1.5% | 232,573 SH | |
| DAYFORCE INC | COM | $4.6M | 0.3% | 79,292 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $7.1M | 0.5% | 210,308 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.9M | 0.1% | 74,190 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $19.8M | 1.3% | 566,520 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.8M | 0.2% | 72,093 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $6.6M | 0.4% | 210,492 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $174.0M | 11.4% | 6,458,111 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $53.6M | 3.5% | 1,623,446 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $17.0M | 1.1% | 280,530 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $233.6M | 15.3% | 7,048,482 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.7M | 0.1% | 41,280 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $74.4M | 4.9% | 3,131,148 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $47.1M | 3.1% | 788,381 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $20.2M | 1.3% | 563,186 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $14.6M | 1.0% | 283,406 SH | |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $260K | 0.0% | 4,236 SH | |
| DISNEY WALT CO | COM | $207K | 0.0% | 2,095 SH | |
| DOCUSIGN INC | COM | $263K | 0.0% | 3,231 SH | |
| DOORDASH INC | CL A | $44.4M | 2.9% | 242,823 SH | |
| DYNATRACE INC | COM NEW | $7.8M | 0.5% | 164,515 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.1M | 0.1% | 9,466 SH | |
| ELI LILLY & CO | COM | $1.0M | 0.1% | 1,270 SH | |
| ENEL CHILE S.A. | SPONSORED ADR | $93K | 0.0% | 28,367 SH | |
| EXXON MOBIL CORP | COM | $785K | 0.1% | 6,599 SH | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $1.2M | 0.1% | 17,252 SH | |
| FINVOLUTION GROUP | SPONSORED ADS | $115K | 0.0% | 11,928 SH | |
| FISERV INC | COM | $550K | 0.0% | 2,490 SH | |
| GE AEROSPACE | COM NEW | $302K | 0.0% | 1,507 SH | |
| GILEAD SCIENCES INC | COM | $296K | 0.0% | 2,642 SH | |
| GLADSTONE LD CORP | COM | $107K | 0.0% | 10,207 SH | |
| GLOBAL X FDS | NASDAQ 100 COVER | $190K | 0.0% | 11,428 SH | |
| GRAINGER W W INC | COM | $366K | 0.0% | 370 SH | |
| HDFC BANK LTD | SPONSORED ADS | $223K | 0.0% | 3,352 SH | |
| HEALTH CATALYST INC | COM | $57K | 0.0% | 12,477 SH | |
| HOME DEPOT INC | COM | $929K | 0.1% | 2,536 SH | |
| HONEYWELL INTL INC | COM | $295K | 0.0% | 1,394 SH | |
| HP INC | COM | $205K | 0.0% | 7,413 SH | |
| ICICI BANK LIMITED | ADR | $341K | 0.0% | 10,805 SH | |
| ILLINOIS TOOL WKS INC | COM | $241K | 0.0% | 971 SH | |
| INFOSYS LTD | SPONSORED ADR | $187K | 0.0% | 10,243 SH | |
| INTEL CORP | COM | $282K | 0.0% | 12,414 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $413K | 0.0% | 1,663 SH | |
| INTUIT | COM | $1.4M | 0.1% | 2,256 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.2M | 0.1% | 29,808 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $245K | 0.0% | 6,070 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $249K | 0.0% | 1,440 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.3M | 0.2% | 4,923 SH | |
| ISHARES INC | CORE MSCI EMKT | $207K | 0.0% | 3,829 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $691K | 0.0% | 6,862 SH | |
| ISHARES TR | CALIF MUN BD ETF | $442K | 0.0% | 7,845 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $263K | 0.0% | 3,443 SH | |
| ISHARES TR | CORE MSCI EAFE | $722K | 0.0% | 9,539 SH | |
| ISHARES TR | CORE S&P MCP ETF | $212K | 0.0% | 3,628 SH | |
| ISHARES TR | CORE S&P SCP ETF | $429K | 0.0% | 4,101 SH | |
| ISHARES TR | CORE S&P TTL STK | $532K | 0.0% | 4,360 SH | |
| ISHARES TR | CORE S&P US GWT | $305K | 0.0% | 2,401 SH | |
| ISHARES TR | CORE S&P500 ETF | $843K | 0.1% | 1,501 SH | |
| ISHARES TR | CORE US AGGBD ET | $317K | 0.0% | 3,200 SH | |
| ISHARES TR | EAFE SML CP ETF | $467K | 0.0% | 7,346 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $403K | 0.0% | 4,935 SH | |
| ISHARES TR | EXPND TEC SC ETF | $218K | 0.0% | 2,400 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $413K | 0.0% | 9,449 SH | |
| ISHARES TR | MSCI INTL QUALTY | $7.2M | 0.5% | 181,577 SH | |
| ISHARES TR | MSCI USA QLT FCT | $2.7M | 0.2% | 15,746 SH | |
| ISHARES TR | NATIONAL MUN ETF | $447K | 0.0% | 4,238 SH | |
| ISHARES TR | RUS 1000 ETF | $1.5M | 0.1% | 4,991 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 0.1% | 3,568 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $2.0M | 0.1% | 10,795 SH | |
| ISHARES TR | RUS MD CP GR ETF | $470K | 0.0% | 4,000 SH | |
| ISHARES TR | RUS MID CAP ETF | $500K | 0.0% | 5,881 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $3.0M | 0.2% | 15,053 SH | |
| ISHARES TR | SELECT DIVID ETF | $1.7M | 0.1% | 12,630 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $220K | 0.0% | 4,250 SH | |
| JOHNSON & JOHNSON | COM | $2.2M | 0.1% | 13,487 SH | |
| JONES LANG LASALLE INC | COM | $202K | 0.0% | 814 SH | |
| JPMORGAN CHASE & CO. | COM | $4.8M | 0.3% | 19,747 SH | |
| KB FINL GROUP INC | SPONSORED ADR | $252K | 0.0% | 4,656 SH | |
| KROGER CO | COM | $261K | 0.0% | 3,859 SH | |
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | $1.4M | 0.1% | 158,131 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $53K | 0.0% | 13,883 SH | |
| LOCKHEED MARTIN CORP | COM | $563K | 0.0% | 1,261 SH | |
| LYELL IMMUNOPHARMA INC | COM | $7K | 0.0% | 13,043 SH | |
| LYFT INC | CL A COM | $1.8M | 0.1% | 154,044 SH | |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $10.2M | 0.7% | 1,007,618 SH | |
| MANULIFE FINL CORP | COM | $207K | 0.0% | 6,661 SH | |
| MAPLEBEAR INC | COM | $479K | 0.0% | 12,019 SH | |
| MARSH & MCLENNAN COS INC | COM | $699K | 0.0% | 2,864 SH | |
| MASTERCARD INCORPORATED | CL A | $1.3M | 0.1% | 2,399 SH | |
| MCDONALDS CORP | COM | $303K | 0.0% | 969 SH | |
| MCKESSON CORP | COM | $576K | 0.0% | 856 SH | |
| MERCK & CO INC | COM | $657K | 0.0% | 7,320 SH | |
| META PLATFORMS INC | CL A | $12.1M | 0.8% | 21,080 SH | |
| MICRON TECHNOLOGY INC | COM | $281K | 0.0% | 3,239 SH | |
| MICROSOFT CORP | COM | $9.6M | 0.6% | 25,609 SH | |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | $238K | 0.0% | 17,461 SH | |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | $98K | 0.0% | 17,820 SH | |
| MONGODB INC | CL A | $1.3M | 0.1% | 7,302 SH | |
| MOODYS CORP | COM | $329K | 0.0% | 706 SH | |
| MORGAN STANLEY | COM NEW | $243K | 0.0% | 2,083 SH | |
| MSA SAFETY INC | COM | $305K | 0.0% | 2,081 SH | |
| NATWEST GROUP PLC | SPONS ADR | $152K | 0.0% | 12,723 SH | |
| NEKTAR THERAPEUTICS | COM | $35K | 0.0% | 51,500 SH | |
| NERDWALLET INC | COM CL A | $112K | 0.0% | 12,426 SH | |
| NETFLIX INC | COM | $1.3M | 0.1% | 1,341 SH | |
| NIKE INC | CL B | $444K | 0.0% | 6,988 SH | |
| NOKIA CORP | SPONSORED ADR | $159K | 0.0% | 30,234 SH | |
| NOMURA HLDGS INC | SPONSORED ADR | $74K | 0.0% | 12,006 SH | |
| NOVARTIS AG | SPONSORED ADR | $404K | 0.0% | 3,620 SH | |
| NOVO-NORDISK A S | ADR | $269K | 0.0% | 3,878 SH | |
| NU HLDGS LTD | ORD SHS CL A | $48.0M | 3.1% | 4,682,782 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $338K | 0.0% | 8,824 SH | |
| NVIDIA CORPORATION | COM | $27.3M | 1.8% | 251,619 SH | |
| ORACLE CORP | COM | $258K | 0.0% | 1,843 SH | |
| OREILLY AUTOMOTIVE INC | COM | $609K | 0.0% | 425 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $854K | 0.1% | 10,121 SH | |
| PALO ALTO NETWORKS INC | COM | $266K | 0.0% | 1,556 SH | |
| PARAMOUNT GROUP INC | COM | $67K | 0.0% | 15,466 SH | |
| PARKER-HANNIFIN CORP | COM | $260K | 0.0% | 428 SH | |
| PAYCHEX INC | COM | $377K | 0.0% | 2,443 SH | |
| PEPSICO INC | COM | $485K | 0.0% | 3,232 SH | |
| PHILLIPS 66 | COM | $251K | 0.0% | 2,032 SH | |
| PIEDMONT OFFICE REALTY TR IN | COM CL A | $74K | 0.0% | 10,076 SH | |
| PINTEREST INC | CL A | $401K | 0.0% | 12,939 SH | |
| PRICE T ROWE GROUP INC | COM | $341K | 0.0% | 3,716 SH | |
| PROCORE TECHNOLOGIES INC | COM | $18.5M | 1.2% | 280,522 SH | |
| PROCTER AND GAMBLE CO | COM | $1.2M | 0.1% | 7,236 SH | |
| PROGRESSIVE CORP | COM | $222K | 0.0% | 784 SH | |
| PROLOGIS INC. | COM | $267K | 0.0% | 2,393 SH | |
| QUALCOMM INC | COM | $302K | 0.0% | 1,968 SH | |
| RELX PLC | SPONSORED ADR | $218K | 0.0% | 4,329 SH | |
| RLX TECHNOLOGY INC | SPONSORED ADS | $3.9M | 0.3% | 2,061,263 SH | |
| ROBINHOOD MKTS INC | COM CL A | $407K | 0.0% | 9,789 SH | |
| ROBLOX CORP | CL A | $3.5M | 0.2% | 59,825 SH | |
| ROPER TECHNOLOGIES INC | COM | $200K | 0.0% | 340 SH | |
| RTX CORPORATION | COM | $1.1M | 0.1% | 8,452 SH | |
| S&P GLOBAL INC | COM | $290K | 0.0% | 571 SH | |
| SALESFORCE INC | COM | $631K | 0.0% | 2,351 SH | |
| SAMSARA INC | COM CL A | $292K | 0.0% | 7,626 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $373K | 0.0% | 18,850 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $257K | 0.0% | 9,204 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $696K | 0.0% | 27,808 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $205K | 0.0% | 7,697 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.5M | 0.1% | 66,265 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $329K | 0.0% | 14,048 SH | |
| SERVICENOW INC | COM | $2.8M | 0.2% | 3,458 SH | |
| SHELL PLC | SPON ADS | $331K | 0.0% | 4,512 SH | |
| SHOPIFY INC | CL A | $224K | 0.0% | 2,346 SH | |
| SKILLZ INC | COM CL A | $84K | 0.0% | 18,714 SH | |
| SNAP INC | CL A | $475K | 0.0% | 54,571 SH | |
| SNOWFLAKE INC | CL A | $23.2M | 1.5% | 158,448 SH | |
| SONY GROUP CORP | SPONSORED ADR | $288K | 0.0% | 11,348 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $8.2M | 0.5% | 14,690 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $876K | 0.1% | 1,642 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $300K | 0.0% | 7,358 SH | |
| SPDR SER TR | S&P DIVID ETF | $962K | 0.1% | 7,092 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $1.4M | 0.1% | 2,635 SH | |
| STATE STR CORP | COM | $260K | 0.0% | 2,899 SH | |
| STRYKER CORPORATION | COM | $452K | 0.0% | 1,215 SH | |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | $169K | 0.0% | 10,901 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.1M | 0.1% | 6,654 SH | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $370K | 0.0% | 1,784 SH | |
| TESLA INC | COM | $4.9M | 0.3% | 18,813 SH | |
| TEXAS INSTRS INC | COM | $740K | 0.0% | 4,121 SH | |
| THE CIGNA GROUP | COM | $245K | 0.0% | 746 SH | |
| TJX COS INC NEW | COM | $427K | 0.0% | 3,506 SH | |
| TOTALENERGIES SE | SPONSORED ADS | $272K | 0.0% | 4,210 SH | |
| TOYOTA MOTOR CORP | ADS | $292K | 0.0% | 1,654 SH | |
| TWILIO INC | CL A | $767K | 0.1% | 7,829 SH | |
| UBER TECHNOLOGIES INC | COM | $13.4M | 0.9% | 183,365 SH | |
| UBS GROUP AG | SHS | $207K | 0.0% | 6,752 SH | |
| UNION PAC CORP | COM | $266K | 0.0% | 1,125 SH | |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | $89K | 0.0% | 12,426 SH | |
| UNITED NAT FOODS INC | COM | $243K | 0.0% | 8,863 SH | |
| UNITEDHEALTH GROUP INC | COM | $770K | 0.1% | 1,470 SH | |
| US BANCORP DEL | COM NEW | $337K | 0.0% | 7,992 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $2.5M | 0.2% | 7,604 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.6M | 0.2% | 33,673 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.8M | 0.1% | 22,874 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $915K | 0.1% | 5,310 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $677K | 0.0% | 1,825 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $5.6M | 0.4% | 21,909 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.1% | 5,140 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.9M | 0.1% | 21,019 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.1M | 0.9% | 27,530 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $224K | 0.0% | 1,204 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.1% | 5,579 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.8M | 0.2% | 13,717 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $283K | 0.0% | 1,637 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $691K | 0.0% | 15,273 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.4M | 0.2% | 21,074 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3.2M | 0.2% | 39,138 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $283K | 0.0% | 1,461 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.3M | 0.2% | 53,613 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 0.1% | 21,709 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $478K | 0.0% | 3,707 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $363K | 0.0% | 669 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $637K | 0.0% | 2,062 SH | |
| VERISK ANALYTICS INC | COM | $321K | 0.0% | 1,078 SH | |
| VERIZON COMMUNICATIONS INC | COM | $290K | 0.0% | 6,390 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $669K | 0.0% | 1,380 SH | |
| VISA INC | COM CL A | $1.5M | 0.1% | 4,188 SH | |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | $135K | 0.0% | 14,400 SH | |
| WALMART INC | COM | $798K | 0.1% | 9,094 SH | |
| WELLS FARGO CO NEW | COM | $3.1M | 0.2% | 43,279 SH | |
| WILLIAMS SONOMA INC | COM | $285K | 0.0% | 1,801 SH | |
| WIPRO LTD | SPON ADR 1 SH | $58K | 0.0% | 19,084 SH | |
| WISDOMTREE TR | ITL HDG QTLY DIV | $211K | 0.0% | 4,853 SH | |
| WORKDAY INC | CL A | $439K | 0.0% | 1,880 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $743K | 0.0% | 12,000 SH | |
| ZOOM COMMUNICATIONS INC | CL A | $3.3M | 0.2% | 44,153 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001765380-25-000145 | $1.53B | View |