Kera Capital Partners, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 2, 2025), Kera Capital Partners, Inc. reported 186 stock positions worth $336.5 million. Its top holding was Nvidia (NVDA) at 11.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 9.1%) and Invesco S&P 500 Equal Weight (RSP, 6.7%). Compared with Q4 2024, it opened 68 new positions, sold out of 40, added to 86 and reduced 19. The biggest buy was a new position in Van Morst SML-Cap Gro-Usd (VBK) and the biggest sale an exit from iShares Russell 2000 Value E (IWN).

Most Recent 13F
Q2 2026
Location
SACRAMENTO, CA
CIK
0002040353
Portfolio Value
$336.5M (Q1 2025)
SEC Filing
0002040353-25-000003 ↗ filed Apr 2, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q4 2024: $347.4M Q4 2024 Q1 2025: $336.5M $336.5M Q1 2025 Q2 2025: $507.6M Q2 2025 Q3 2025: $666.7M Q3 2025 Q4 2025: $810.7M Q4 2025 Q1 2026: $814.7M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 186 stocks · $336.5M
NVDA Nvidia Corp. 11.78% 365,784 $39.6M Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 9.09% 54,658 $30.6M Add +4.5%
RSP Invesco S&P 500 Equal Weight 6.67% 129,586 $22.4M Add +3.5%
GSIE Goldman Sachs Activebeta Int 3.86% 364,526 $13.0M Add +4.7%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 3.61% 340,495 $12.1M Add +7.9%
VOO Vanguard S&P 500 ETF 2.12% 13,875 $7.1M Reduce -1.3%
GLW Corning Inc. 1.99% 146,297 $6.7M Add +2.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.88% 25,110 $6.3M New
MSFT Microsoft Corp. 1.84% 16,464 $6.2M Add +9.5%
COIN Coinbase Global Inc. Class A 1.84% 35,875 $6.2M Add +4.1%
ILF iShares Latin America 40 ETF 1.79% 256,150 $6.0M New
AMZN Amazon.com Inc. 1.79% 31,698 $6.0M Reduce -27.3%
INTC Intel Corp. 1.77% 262,457 $6.0M New
VONV Vanguard Russell 1000 Value 1.75% 71,363 $5.9M New
AAXJ iShares MSCI All Country Asi 1.74% 78,974 $5.8M New
RTX RTX Corp. 1.71% 43,485 $5.8M Add +1.2%
CGCP Cap Group Core Plus Income 1.66% 249,462 $5.6M Reduce -3.9%
PHYS Sprott Physical Gold Trust 1.60% 223,667 $5.4M Reduce -0.2%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 1.51% 496,636 $5.1M New
ANET Arista Networks Inc. 1.50% 64,981 $5.0M Add +2.2%
VRT Vertiv Holdings Co. Class A 1.49% 69,637 $5.0M Add +3.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.49% 26,903 $5.0M New
JPM JPMorgan Chase & Co. 1.45% 19,854 $4.9M Add +1.3%
PSLV Sprott Physical Silver Trust 1.42% 412,370 $4.8M Add +1.8%
CGGR Cap Group Growth Equity 1.42% 139,577 $4.8M Add +12.1%
GOOG Alphabet Inc. Class C 1.38% 29,755 $4.6M Add +78.5%
VDE Vanguard Energy ETF 1.38% 35,788 $4.6M Add +4.5%
JEF Jefferies Financial Group Inc. 1.31% 82,311 $4.4M Add +110.8%
HOOD Robinhood Markets Inc. Class A 1.27% 102,640 $4.3M New
BLK BlackRock Inc. 1.25% 4,434 $4.2M Add +2.5%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 1.24% 147,330 $4.2M Add +5.8%
IVV iShares Core S&P 500 ETF 1.15% 6,880 $3.9M Add +1.3%
JXN Jackson Financial Inc. Class A 1.04% 41,571 $3.5M Reduce -44.3%
DELL Dell Technologies -C 0.92% 33,827 $3.1M Add +1.9%
UPS United Parcel Service Class B 0.87% 26,483 $2.9M Add +3.6%
DOW Dow Inc. 0.85% 82,253 $2.9M New
TBLD Thornburg Income Builder Opp 0.85% 159,780 $2.9M Add +3.6%
AAPL Apple Inc. 0.77% 11,641 $2.6M Add +3.5%
CMG Chipotle Mexican Grill Inc. 0.60% 40,521 $2.0M New
SCHB Schwab US Broad Market ETF 0.53% 82,721 $1.8M No change
VB Vanguard Most SM-Cap ETF-Usd 0.52% 7,831 $1.7M Add +1.7%
LRCX Lam Research Corp. 0.47% 21,621 $1.6M Add +5.8%
BKNG Booking Holdings Inc. 0.43% 313 $1.4M Add +5.7%
IWF iShares Russell 1000 Growth 0.34% 3,187 $1.2M No change
IJH iShares Core S&P Midcap ETF 0.32% 18,702 $1.1M Add +15.8%
RBLX Roblox Corp. Class A 0.32% 18,409 $1.1M Add +3.8%
IWB iShares Russell 1000 ETF 0.26% 2,815 $864K Add +2.3%
META Meta Platforms Inc. Class A 0.26% 1,493 $860K Add +40.5%
SPHQ Invesco S&P 500 Quality ETF 0.25% 12,891 $855K No change
AMPL Amplitude Inc. Class A 0.25% 83,250 $848K Reduce -41.4%
UPST Upstart Holdings Inc. 0.25% 18,371 $846K New
KYTX Kyverna Therapeutics Inc. 0.22% 376,186 $726K Add +0.0%
SPYV SS SPDR P S&P 500 Value ETF 0.21% 13,985 $714K Add +3.3%
SPEM State Street SP PTF Em ETF 0.21% 17,940 $706K Add +3.3%
VTI VG Morningstar TS MKT ETF-US 0.20% 2,494 $686K Add +33.4%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.20% 2,212 $683K Reduce -8.3%
VXUS Vanguard Total Intl Stock 0.19% 10,140 $630K Add +25.8%
GOOGL Alphabet Inc. Class A 0.18% 3,992 $617K Add +4.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.18% 2,364 $611K Add +0.3%
SMH Vaneck Semiconductor ETF 0.18% 2,842 $601K Add +2.2%
GAB Gabelli Equity Trust 0.17% 105,780 $583K No change
BRK.B Berkshire Hathaway Inc. Class B 0.17% 1,074 $572K Reduce -29.5%
IDEV iShares Core MSCI Dev MKTS 0.15% 7,533 $519K Add +2.2%
JNJ Johnson & Johnson 0.15% 3,077 $510K Add +26.6%
AVGO Broadcom Inc. 0.14% 2,802 $469K Reduce -4.7%
SCHF Schwab Intl Equity ETF 0.13% 22,215 $439K Add +1.4%
NFLX Netflix Inc. 0.12% 440 $410K Add +6.0%
VEA Vanguard Ftse Developed ETF 0.12% 7,988 $406K No change
MCO Moody's Corp. 0.12% 867 $404K Add +6.4%
NUE Nucor Corp. 0.12% 3,344 $402K Add +0.1%
QCOM Qualcomm Inc. 0.12% 2,619 $402K Add +90.2%
XOM Exxon Mobil Corp. 0.11% 3,249 $386K Reduce -1.2%
TSN Tyson Foods Inc. Class A 0.10% 5,538 $353K Add +55.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 2,896 $353K Add +2.7%
V Visa Inc. Class A 0.10% 990 $347K Add +5.9%
CGMS Cap Group US Multi-Sect Bond 0.10% 12,674 $346K New
MRK Merck & Co. Inc. 0.10% 3,852 $346K Add +7.9%
G Genpact Ltd. 0.10% 6,845 $345K Add +9.6%
IEFA iShares Core MSCI Eafe ETF 0.10% 4,504 $341K No change
GS Goldman Sachs Group Inc. 0.10% 623 $340K Add +4.9%
ZM Zoom Communications Inc. 0.10% 4,602 $339K Add +20.8%
FFIV F5 Inc. 0.10% 1,265 $337K Add +16.8%
ESS Essex Property Trust Inc. 0.10% 1,078 $330K Add +19.3%
DASH DoorDash Inc. Class A 0.10% 1,804 $330K Add +28.4%
ESI Element Solutions Inc. 0.09% 14,012 $317K New
CRUS Cirrus Logic Inc. 0.09% 3,147 $314K New
SNA Snap-on Inc. 0.09% 928 $313K Add +27.5%
GEN Gen Digital Inc. 0.09% 11,777 $313K Add +41.7%
CI The Cigna Group 0.09% 950 $313K New
MOH Molina Healthcare Inc. 0.09% 948 $312K New
RPG Invesco S&P 500 Pure Growth 0.09% 8,145 $312K No change
SWK Stanley Black & Decker Inc. 0.09% 4,038 $310K New
FOXA Fox Corp. Class A 0.09% 5,461 $309K New
ST Sensata Technologies Holdplc 0.09% 12,719 $309K New
CRWD CrowdStrike Holdings Inc. Class A 0.09% 874 $308K Add +4.2%
OKTA Okta Inc. 0.09% 2,928 $308K Add +10.5%
ABT Abbott Laboratories 0.09% 2,321 $308K Add +13.4%
NTNX Nutanix Inc. Class A 0.09% 4,344 $303K New
CL Colgate-Palmolive Co. 0.09% 3,207 $300K Add +33.1%
EXPE Expedia Group Inc. 0.09% 1,783 $300K Add +24.7%
KHC The Kraft Heinz Co. 0.09% 9,811 $299K New
COR Cencora Inc. 0.09% 1,070 $298K Reduce -6.8%
CCK Crown Holdings Inc. 0.09% 3,304 $295K New
NOW ServiceNow Inc. 0.09% 369 $294K New
DOCU Docusign Inc. 0.09% 3,607 $294K Add +13.0%
EGP Eastgroup Properties Inc. 0.09% 1,665 $293K Add +12.2%
IWO iShares Russell 2000 Growth 0.09% 1,123 $287K Reduce -95.4%
ABNB Airbnb Inc. Class A 0.09% 2,400 $287K Add +4.4%
CRL Charles River Laboratories 0.09% 1,900 $286K Add +42.6%
CPT Camden Property Trust 0.08% 2,317 $283K Add +18.0%
SBAC SBA Communications Corp. 0.08% 1,282 $282K New
AZEK The Azek Co. Inc. 0.08% 5,673 $277K New
MDLZ Mondelez International Inc. Class A 0.08% 4,046 $275K New
TRMB Trimble Inc. 0.08% 4,181 $274K New
JCI Johnson Controls Internation 0.08% 3,387 $271K New
UHS Universal Health Services-B 0.08% 1,439 $270K New
CUBE Cubesmart 0.08% 6,302 $269K New
ULTA Ulta Beauty Inc. 0.08% 732 $268K New
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.08% 8,099 $268K New
LOPE Grand Canyon Education Inc. 0.08% 1,544 $267K Add +23.5%
AVTR Avantor Inc. 0.08% 16,464 $267K Reduce -11.7%
IBIT iShares Bitcoin Trust ETF 0.08% 5,692 $266K Add +34.6%
OSK Oshkosh Corp. 0.08% 2,828 $266K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 3,989 $262K New
UNH Unitedhealth Group Inc. 0.08% 500 $262K Reduce -12.6%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.08% 2,205 $261K New
PCTY Paylocity Holding Corp. 0.08% 1,393 $261K Add +22.8%
CALX Calix Inc. 0.08% 7,360 $261K New
VRSN Verisign Inc. 0.08% 1,026 $260K New
C Citigroup Inc. 0.08% 3,665 $260K Add +9.3%
SSNC Ss&c Technologies Holdings 0.08% 3,104 $259K Reduce -2.9%
ARE Alexandria Real Estate Equit 0.08% 2,799 $259K New
DBX Dropbox Inc. Class A 0.08% 9,662 $258K New
BYD Boyd Gaming Corp. 0.08% 3,885 $256K Add +28.3%
EHTH Ehealth Inc. 0.08% 38,070 $254K No change
GTES Gates Industrial Corp. UK Ltd. 0.08% 13,757 $253K Add +37.8%
ALLE Allegion PLC 0.08% 1,936 $253K New
OZK Bank Ozk 0.07% 5,805 $252K New
DLTR Dollar Tree Inc. 0.07% 3,352 $252K Add +10.5%
MNST Monster Beverage Corp. 0.07% 4,270 $250K New
RL Ralph Lauren Corp. 0.07% 1,130 $249K Add +22.3%
LLY Eli Lilly & Co. 0.07% 300 $248K Add +0.3%
GRMN Garmin Ltd. 0.07% 1,140 $248K Add +9.8%
MA Mastercard Inc. Class A 0.07% 450 $247K Add +10.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.07% 2,887 $242K Add +9.9%
PLTR Palantir Technologies Inc. Class A 0.07% 2,853 $241K New
AXTA Axalta Coating Systems Ltd. 0.07% 7,231 $240K New
MPWR Monolithic Power Systems Inc. 0.07% 413 $240K New
HUN Huntsman Corp. 0.07% 15,123 $239K New
USFD US Foods Holding Corp. 0.07% 3,640 $238K New
CSCO Cisco Systems Inc. 0.07% 3,856 $238K New
WDC Western Digital Corp. 0.07% 5,853 $237K New
MTD Mettler-Toledo International 0.07% 200 $236K No change
WMT Walmart Inc. 0.07% 2,679 $235K Add +17.3%
JAZZ Jazz Pharmaceuticals PLC 0.07% 1,891 $235K Reduce -19.1%
VIG Vanguard Dividend Apprec ETF 0.07% 1,205 $234K No change
HIW Highwoods Properties Inc. 0.07% 7,884 $234K New
ETSY Etsy Inc. 0.07% 4,904 $231K New
KR Kroger Co. 0.07% 3,393 $230K Reduce -0.4%
MAA Mid-America Apartment Comm 0.07% 1,366 $229K New
PINS Pinterest Inc. Class A 0.07% 7,374 $229K New
FR First Industrial Realty TR 0.07% 4,154 $224K New
WBA Walgreens Boots Alliance Inc. 0.07% 20,052 $224K New
EW Edwards Lifesciences Corp. 0.07% 3,090 $224K Add +5.0%
WAB Wabtec Corp. 0.07% 1,233 $224K Reduce -11.0%
ROL Rollins Inc. 0.07% 4,105 $222K New
COST Costco Wholesale Corp. 0.07% 233 $220K New
EMN Eastman Chemical Co. 0.07% 2,495 $220K Add +0.7%
FTNT Fortinet Inc. 0.07% 2,272 $219K New
URI United Rentals Inc. 0.06% 347 $217K New
AVY Avery Dennison Corp. 0.06% 1,204 $214K New
VHT Vanguard Health Care ETF 0.06% 808 $214K No change
COF Capital One Financial Corp. 0.06% 1,184 $212K New
ITA iShares U.S. Aerospace & Def 0.06% 1,366 $209K New
WEC WEC Energy Group Inc. 0.06% 1,910 $208K New
EMR Emerson Electric Co. 0.06% 1,895 $208K Add +14.0%
DT Dynatrace Inc. 0.06% 4,392 $207K Add +4.9%
CVX Chevron Corp. 0.06% 1,220 $204K New
CHH Choice Hotels Intl Inc. 0.06% 1,523 $202K New
NVCR Novocure Ltd. 0.06% 10,866 $194K New
PHAT Phathom Pharmaceuticals Inc. 0.06% 29,849 $187K Add +11.2%
CERT Certara Inc. 0.04% 14,022 $139K New
ELDN Eledon Pharmaceuticals Inc. 0.03% 25,770 $87K No change
GOLDEN MATRIX GROUP INC 0.01% 20,000 $39K No change
INDI Indie Semiconductor Inc. Class A 0.01% 15,000 $31K New
EDIT Editas Medicine Inc. 0.00% 10,645 $12K Reduce -4.0%

Options reported separately and not counted above: PFE calls ($2K).

Portfolio Sells Q4 2024 → Q1 2025
IWN iShares Russell 2000 Value E Sold out 0.00% −2.49
INDA iShares MSCI India ETF Sold out 0.00% −2.47
SMIN iShares MSCI India Small-Cap Sold out 0.00% −2.38
IWO iShares Russell 2000 Growth Reduce -95.4% 0.09% −1.92
IBM Intl Business Machines Corp. Sold out 0.00% −1.78
XLP SS Consumer Staples Sel Sect Sold out 0.00% −1.73
AMZN Amazon.com Inc. Reduce -27.3% 1.79% −0.96
NZF Nuveen Municipal Credit Inc. Sold out 0.00% −0.89
JXN Jackson Financial Inc. Class A Reduce -44.3% 1.04% −0.84
PANW Palo Alto Networks Inc. Sold out 0.00% −0.80
ZS Zscaler Inc. Sold out 0.00% −0.54
AFRM Affirm Holdings Inc. Sold out 0.00% −0.19
AMPL Amplitude Inc. Class A Reduce -41.4% 0.25% −0.18
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.16
J Jacobs Solutions Inc. Sold out 0.00% −0.08
MAS Masco Corp. Sold out 0.00% −0.08
KRC Kilroy Realty Corp. Sold out 0.00% −0.08
BILL Bill Holdings Inc. Sold out 0.00% −0.07
SAM Boston Beer Company Inc. Class A Sold out 0.00% −0.07
MTZ Mastec Inc. Sold out 0.00% −0.07
ALSN Allison Transmission Holding Sold out 0.00% −0.07
GIS General Mills Inc. Sold out 0.00% −0.07
PREMIER INC-CLASS A Sold out 0.00% −0.07
TWLO Twilio Inc. Class A Sold out 0.00% −0.07
PCAR Paccar Inc. Sold out 0.00% −0.07
EA Electronic Arts Inc. Sold out 0.00% −0.07
CAT Caterpillar Inc. Sold out 0.00% −0.07
SKX Skechers USA Inc. Class A Sold out 0.00% −0.07
RHI Robert Half Inc. Sold out 0.00% −0.07
BWXT BWX Technologies Inc. Sold out 0.00% −0.06
JHG Janus Henderson Group PLC Sold out 0.00% −0.06
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.06
A Agilent Technologies Inc. Sold out 0.00% −0.06
VOO Vanguard S&P 500 ETF Reduce -1.3% 2.12% −0.06
CF CF Industries Holdings Inc. Sold out 0.00% −0.06
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.06
NTAP Netapp Inc. Sold out 0.00% −0.06
BBY Best Buy Co. Inc. Sold out 0.00% −0.06
PKG Packaging Corp. of America Sold out 0.00% −0.06
GAP The Gap Inc. Sold out 0.00% −0.06
AVGO Broadcom Inc. Reduce -4.7% 0.14% −0.06
UAA Under Armour Inc. Class A Sold out 0.00% −0.05
NWL Newell Brands Inc. Sold out 0.00% −0.05
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -8.3% 0.20% −0.04
AVTR Avantor Inc. Reduce -11.7% 0.08% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -29.5% 0.17% −0.03
HE Hawaiian Electric Inds Sold out 0.00% −0.03
PLTK Playtika Holding Corp. Sold out 0.00% −0.02
JAZZ Jazz Pharmaceuticals PLC Reduce -19.1% 0.07% −0.01
WAB Wabtec Corp. Reduce -11.0% 0.07% −0.01

Portfolio Buys Q4 2024 → Q1 2025
VBK Van Morst SML-Cap Gro-Usd Inc. New 1.88% +1.88
ILF iShares Latin America 40 ETF New 1.79% +1.79
INTC Intel Corp. New 1.77% +1.77
VONV Vanguard Russell 1000 Value New 1.75% +1.75
AAXJ iShares MSCI All Country Asi New 1.74% +1.74
NU Nu Holdings Ltd./Cayman Isl-A New 1.51% +1.51
VBR Vngrd Mrngst SL-CP Val ETF-U New 1.49% +1.49
HOOD Robinhood Markets Inc. Class A New 1.27% +1.27
DOW Dow Inc. New 0.85% +0.85
CMG Chipotle Mexican Grill Inc. New 0.60% +0.60
GSIE Goldman Sachs Activebeta Int Add +4.7% 3.86% +0.52
GOOG Alphabet Inc. Class C Add +78.5% 1.38% +0.47
JEF Jefferies Financial Group Inc. Add +110.8% 1.31% +0.43
CGDV Cap Group Dividend Value Add +7.9% 3.61% +0.40
RSP Invesco S&P 500 Equal Weight Add +3.5% 6.67% +0.36
PSLV Sprott Physical Silver Trust Add +1.8% 1.42% +0.30
RTX RTX Corp. Add +1.2% 1.71% +0.28
SPY SS SPDR S&P 500 ETF Trust-US Add +4.5% 9.09% +0.26
UPST Upstart Holdings Inc. New 0.25% +0.25
VDE Vanguard Energy ETF Add +4.5% 1.38% +0.18
TBLD Thornburg Income Builder Opp Add +3.6% 0.85% +0.13
CGMS Cap Group US Multi-Sect Bond New 0.10% +0.10
JPM JPMorgan Chase & Co. Add +1.3% 1.45% +0.09
ESI Element Solutions Inc. New 0.09% +0.09
CRUS Cirrus Logic Inc. New 0.09% +0.09
CI The Cigna Group New 0.09% +0.09
MOH Molina Healthcare Inc. New 0.09% +0.09
SWK Stanley Black & Decker Inc. New 0.09% +0.09
FOXA Fox Corp. Class A New 0.09% +0.09
ST Sensata Technologies Holdplc New 0.09% +0.09
NTNX Nutanix Inc. Class A New 0.09% +0.09
CGGR Cap Group Growth Equity Add +12.1% 1.42% +0.09
KHC The Kraft Heinz Co. New 0.09% +0.09
CCK Crown Holdings Inc. New 0.09% +0.09
NOW ServiceNow Inc. New 0.09% +0.09
SBAC SBA Communications Corp. New 0.08% +0.08
AZEK The Azek Co. Inc. New 0.08% +0.08
MDLZ Mondelez International Inc. Class A New 0.08% +0.08
TRMB Trimble Inc. New 0.08% +0.08
JCI Johnson Controls Internation New 0.08% +0.08
UHS Universal Health Services-B New 0.08% +0.08
CUBE Cubesmart New 0.08% +0.08
ULTA Ulta Beauty Inc. New 0.08% +0.08
YETI Yeti Holdings Inc. New 0.08% +0.08
OSK Oshkosh Corp. New 0.08% +0.08
SPYM Ste STR SPDR PT S&P 500 ETF New 0.08% +0.08
SJM The JM Smucker Co. New 0.08% +0.08
CALX Calix Inc. New 0.08% +0.08
VRSN Verisign Inc. New 0.08% +0.08
ARE Alexandria Real Estate Equit New 0.08% +0.08

Options Activity Q4 2024 → Q1 2025
PFE Pfizer Inc. call New 10,000 $2K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 629$1.0BNVDA, SPY, GLW, RSP, VRT
Q1 2026 568$814.7MNVDA, SPY, RSP, BILS, GLW
Q4 2025 552$810.7MNVDA, SPY, RSP, CGGR, CGDV
Q3 2025 422$666.7MNVDA, SPY, RSP, CGGR, GSIE
Q2 2025 350$507.6MNVDA, SPY, RSP, GSIE, CGDV
Q1 2025 186$336.5MNVDA, SPY, RSP, GSIE, CGDV
Q4 2024 158$347.4MNVDA, SPY, RSP, GSIE, CGDV