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13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Houston, TX
CIK
0001963212
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 431 960,510 IVV, ACN, IUSB, EFV 13F-HR 2/14/2024 000196321224000001
Q4 2022 327 870,186 IVV, ACN, ESGU, IUSB 13F-HR 2/14/2023 000196321223000002
Q3 2022 398 823,771 IVV, ACN, ESGU, MUB 13F-HR 1/25/2023 000196321223000001