Filing on May 15, 2025 Q1 2025

Grace & Mercy Foundation, Inc.

  • GOOGL
  • AMZN
  • META
  • NFLX
  • MSFT
  • ADBE
  • NOW
Grace & Mercy Foundation, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Garden Investment Management, L.P.

  • MIDD
Garden Investment Management, L.P.'s Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

Rappaport Reiches Capital Management, LLC

  • VCSH
  • BND
  • DFAU
  • VTIP
  • AAPL
  • DFAI
  • BNDX
Rappaport Reiches Capital Management, LLC's Q1 2025 Portfolio
Filing on Apr 01, 2025 Q1 2025

Hobart Private Capital, LLC

  • SPY
  • BND
  • RDVY
  • FTLS
  • VFQY
  • BUFR
  • SPYG
Hobart Private Capital, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Quantessence Capital LLC

  • ITCI
  • XLC
  • XOM
  • BECN
  • PFE
  • PDCO
  • USB
Quantessence Capital LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Trust CO Of Tennessee

  • RSP
  • VUG
  • VTV
  • USRT
  • VOO
  • IVV
  • SPY
Trust CO Of Tennessee's Q1 2025 Portfolio
Filing on Apr 17, 2025 Q1 2025

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • IEFA
  • AVUV
  • JMUB
Stephens Consulting, LLC's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Financial & Tax Architects, LLC

  • SPY
  • BCI
  • EFA
  • IEF
  • USRT
  • AGG
  • FBND
Financial & Tax Architects, LLC's Q1 2025 Portfolio
Filing on Jul 07, 2025 Q2 2025

Whitaker Myers Wealth Managers, Ltd.

  • MOAT
  • DBEF
  • QQQM
  • SCHD
  • VBR
  • VBK
  • IWP
Whitaker Myers Wealth Managers, Ltd.'s Q2 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Artia Global Partners LP

  • LLY
  • LLY
  • VRNA
  • ITCI
  • INSM
  • MRUS
  • PTGX
Artia Global Partners LP's Q1 2025 Portfolio
Filing on May 01, 2025 Q1 2025

Financial Security Advisor, Inc.

  • CGGR
  • RPG
  • BRK-B
  • USFR
  • SPSM
  • JPST
  • AAPL
Financial Security Advisor, Inc.'s Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Atlas Legacy Advisors, LLC

  • IYW
  • VOO
  • IVV
  • QQQM
  • RWL
  • IWR
  • PWZ
Atlas Legacy Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Compass Wealth Management LLC

  • RSP
  • AVGO
  • JPM
  • APD
  • DHR
  • STZ
  • CVX
Compass Wealth Management LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Dimensional Fund Advisors LP

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • JPM
  • XOM
Dimensional Fund Advisors LP's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025
Filing on May 28, 2025 Q1 2025

En Cap Partners Gp, LLC

  • DVN
En Cap Partners Gp, LLC's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Msa Advisors, LLC

  • APO
  • SPY
  • SBUX
  • LYV
  • AAPL
  • MSFT
  • META
Msa Advisors, LLC's Q1 2025 Portfolio
Filing on Nov 13, 2023 Q3 2023

Kensington Investments B.V.

  • VIST
Kensington Investments B.V.'s Q3 2023 Portfolio