Latest 13F Filings: The Latest Updates from Institutional Investors

Ithaka Group LLC

• AMZN
• NVDA
• MA
• NOW
• MSFT
• META
• V

John & Kathleen Schreiber Foundation

• BX
• BXSL
• BXMT
• TCHP

Acima Private Wealth, LLC

• IVV
• GSLC
• IJH
• IEMG
• BOND
• JCPB
• GTO

Keener Financial Planning LLC

• SPTM
• VEA
• IJR
• AVLV
• VWO
• VTI
• SPYV

Pine Ridge Advisers LLC

• SPY
• VO
• IVV
• QQQ
• IJH
• VEA
• IJR

Vision Financial Markets LLC

• SPY
• QQQ
• AZO
• AAPL
• TBIL
• JPM
• AMZN

Express CO American

• GBTG
• CARV

Topel & Distasi Wealth Management, LLC

• VTV
• VUG
• IEFA
• GOVT
• LQD
• BNDX
• IJR

Financial Connections Group, Inc.

• DFAU
• ESGV
• VUG
• DFIV
• VIGI
• JCPB
• CMF

Hengistbury Investment Partners LLP

• V
• IBKR
• EXPE
• BKNG
• HRI

West Michigan Advisors, LLC

• GNTX
• DIVO
• AAPL
• MSFT
• JEPQ
• CGGO
• NVDA

American Assets Investment Management, LLC

• XOM
• BAC
• AAPL
• JPM
• WFC
• MSFT
• CVX

Diana Davis Spencer Foundation

• BND
• BIV
• VCLT
• VOO

Nalanda India Equity Fund LTD

• G

Strategy Asset Managers LLC

• AVGO
• MSFT
• JPM
• AAPL
• GOOGL
• LLY
• LMT

Nalanda India Fund LTD

Schnieders Capital Management LLC

• MSFT
• AAPL
• QQQ
• AMZN
• GOOGL
• JPM
• GOOG

Aquire Wealth Advisors, LLC

• DFAU
• DFAI
• DFAE
• SPTM
• AGG
• MUB
• SPDW