CIK 1706457
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2018-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 96.69% | 123 |
| Technology Hardware & Equipment | 0.52% | 7 |
| Oil, Gas & Consumable Fuels | 0.44% | 6 |
| Software & IT Services | 0.40% | 8 |
| Software | 0.29% | 6 |
| Insurance | 0.24% | 8 |
| Pharmaceuticals & Biotechnology | 0.24% | 10 |
| Utilities | 0.22% | 14 |
| Banks | 0.15% | 14 |
| Specialty Retail | 0.11% | 6 |
| Chemicals | 0.11% | 6 |
| Capital Markets | 0.10% | 6 |
| Commercial Services & Supplies | 0.10% | 8 |
| Diversified Telecommunication Services | 0.04% | 3 |
| Aerospace & Defense | 0.04% | 4 |
| Semiconductors & Semiconductor Equipment | 0.04% | 3 |
| Life Sciences Tools & Services | 0.03% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.03% | 4 |
| Beverages | 0.03% | 2 |
| Health Care Equipment & Supplies | 0.03% | 4 |
| Machinery | 0.03% | 4 |
| Entertainment | 0.02% | 1 |
| Communications Equipment | 0.02% | 2 |
| Hotels, Restaurants & Leisure | 0.01% | 5 |
| Paper & Forest Products | 0.01% | 1 |
| Media & Entertainment | 0.01% | 2 |
| Distributors | 0.01% | 2 |
| Automobiles & Components | 0.01% | 3 |
| Professional Services | 0.01% | 1 |
| Real Estate Management & Development | 0.00% | 1 |
| Health Care Providers & Services | 0.00% | 1 |
| Airlines | 0.00% | 2 |
| Construction & Engineering | 0.00% | 1 |
| Road & Rail | 0.00% | 2 |
| Electrical Equipment & Components | 0.00% | 1 |
| Tobacco | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | IVV | ISHARES TR | Unclassified | 18.50% |
| 2 | AGG | ISHARES TR | Unclassified | 14.94% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 7.85% |
| 4 | IJH | ISHARES TR | Unclassified | 5.79% |
| 5 | SCHB | SCHWAB STRATEGIC TR | Unclassified | 5.31% |
| 6 | IJR | ISHARES TR | Unclassified | 4.13% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | Unclassified | 3.56% |
| 8 | SCHZ | SCHWAB STRATEGIC TR | Unclassified | 3.22% |
| 9 | SCHF | SCHWAB STRATEGIC TR | Unclassified | 2.45% |
| 10 | VTI | VANGUARD INDEX FDS | Unclassified | 2.45% |
152/273 names classified · sector 3.4% of weight · industry 3.3% · mkt cap 3.3%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 3.4% of the book is sector-classified (unclassified names shown, never dropped).
Only 3% of book weight classified — the grid is NOT representative of the whole book.
Classified: 3.2% of book weight (132/248 names) · unclassified 96.8%: IVV, AGG, VEA, IJH, SCHB, IJR, VWO, SCHZ, SCHF, VTI +106 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 158,507 | $40M | 18.5% | TRIM −2% |
| 2 | AGGISHARES TR | 302,454 | $32M | 14.9% | TRIM −10% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 456,018 | $17M | 7.8% | TRIM −4% |
| 4 | IJHISHARES TR | 75,138 | $12M | 5.8% | HOLD |
| 5 | SCHBSCHWAB STRATEGIC TR | 191,181 | $11M | 5.3% | HOLD |
| 6 | IJRISHARES TR | 128,390 | $9M | 4.1% | HOLD |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 201,529 | $8M | 3.6% | TRIM −3% |
| 8 | SCHZSCHWAB STRATEGIC TR | 137,080 | $7M | 3.2% | TRIM −4% |
| 9 | SCHFSCHWAB STRATEGIC TR | 186,367 | $5M | 2.5% | HOLD |
| 10 | VTIVANGUARD INDEX FDS | 41,396 | $5M | 2.5% | ADD 2% |
| 11 | VEUVANGUARD INTL EQUITY INDEX F | 103,280 | $5M | 2.2% | ADD 159% |
| 12 | SPTMSPDR SERIES TRUST | 139,447 | $4M | 2.0% | HOLD |
| 13 | SCHXSCHWAB U.S. LARGE-CAP ETF | 67,176 | $4M | 1.9% | TRIM −5% |
| 14 | NEARISHARES U S ETF TR | 80,095 | $4M | 1.9% | ADD 4% |
| 15 | SPSBSPDR SERIES TRUST | 119,967 | $4M | 1.7% | HOLD |
| 16 | VYMVANGUARD WHITEHALL FDS | 44,671 | $3M | 1.6% | HOLD |
| 17 | IYYISHARES TR | 26,942 | $3M | 1.6% | HOLD |
| 18 | LQDISHARES TR | 29,648 | $3M | 1.6% | TRIM −2% |
| 19 | SPABSPDR SERIES TRUST | 107,829 | $3M | 1.4% | TRIM −5% |
| 20 | EMBISHARES TR | 26,555 | $3M | 1.3% | ADD 35% |
| 21 | IGIBISHARES TR | 51,086 | $3M | 1.2% | HOLD |
| 22 | SCHESCHWAB STRATEGIC TR | 97,450 | $2M | 1.1% | HOLD |
| 23 | CWISPDR INDEX SHS FDS | 68,646 | $2M | 1.0% | ADD 31% |
| 24 | SPDWSPDR INDEX SHS FDS | 53,816 | $1M | 0.7% | ADD 4% |
| 25 | GOVTISHARES TR | 56,176 | $1M | 0.6% | HOLD |
| 26 | FLOTISHARES TR | 26,681 | $1M | 0.6% | HOLD |
| 27 | SCHASCHWAB STRATEGIC TR | 20,923 | $1M | 0.6% | HOLD |
| 28 | XLKSELECT SECTOR SPDR TR | 16,948 | $1M | 0.5% | HOLD |
| 29 | MBBISHARES TR | 9,080 | $950,000 | 0.4% | HOLD |
| 30 | EFAISHARES TR | 15,999 | $940,000 | 0.4% | TRIM −13% |
| 31 | DBEFDBX ETF TR | 33,500 | $935,000 | 0.4% | ADD 3% |
| 32 | MTUMISHARES TR | 9,158 | $918,000 | 0.4% | HOLD |
| 33 | AAPLAPPLE INC | 5,738 | $905,000 | 0.4% | ADD 53% |
| 34 | USMVISHARES TR | 15,499 | $812,000 | 0.4% | HOLD |
| 35 | CVXCHEVRON CORP NEW | 7,315 | $796,000 | 0.4% | HOLD |
| 36 | QQQINVESCO QQQ TR | 4,698 | $725,000 | 0.3% | HOLD |
| 37 | HYGISHARES TR | 7,050 | $572,000 | 0.3% | HOLD |
| 38 | IEFAISHARES TR | 9,686 | $533,000 | 0.2% | ADD 54% |
| 39 | VDEVANGUARD WORLD FD | 5,927 | $457,000 | 0.2% | HOLD |
| 40 | MSFTMICROSOFT CORP | 4,380 | $445,000 | 0.2% | ADD 6% |
| 41 | SRESEMPRA | 3,720 | $402,000 | 0.2% | HOLD |
| 42 | SPEMSPDR INDEX SHS FDS | 12,241 | $396,000 | 0.2% | HOLD |
| 43 | AOAISHARES TR | 8,108 | $394,000 | 0.2% | HOLD |
| 44 | GOOGALPHABET INC | 341 | $353,000 | 0.2% | ADD 11% |
| 45 | ELVELEVANCE HEALTH INC FORMERLY | 1,227 | $322,000 | 0.1% | HOLD |
| 46 | GOOGLALPHABET INC | 302 | $316,000 | 0.1% | ADD 13% |
| 47 | SPYSTATE STR SPDR S&P 500 ETF T | 1,210 | $302,000 | 0.1% | TRIM −4% |
| 48 | AORISHARES TR | 5,907 | $244,000 | 0.1% | HOLD |
| 49 | PGPROCTER AND GAMBLE CO | 2,116 | $194,000 | 0.1% | TRIM −2% |
| 50 | DSIISHARES TR | 2,001 | $186,000 | 0.1% | ADD 65% |
| 51 | AMGNAMGEN INC | 944 | $184,000 | 0.1% | HOLD |
| 52 | VUGVANGUARD INDEX FDS | 1,336 | $179,000 | 0.1% | HOLD |
| 53 | JNJJOHNSON & JOHNSON | 1,382 | $178,000 | 0.1% | TRIM −7% |
| 54 | ALLALLSTATE CORP | 2,000 | $165,000 | 0.1% | HOLD |
| 55 | METAMETA PLATFORMS INC | 1,262 | $165,000 | 0.1% | ADD 38% |
| 56 | SCHMSCHWAB STRATEGIC TR | 3,362 | $161,000 | 0.1% | TRIM −8% |
| 57 | BRK.BBERKSHIRE HATHAWAY INC DEL | 778 | $159,000 | 0.1% | HOLD |
| 58 | AMZNAMAZON COM INC | 96 | $144,000 | 0.1% | ADD 19% |
| 59 | DLBDOLBY LABORATORIES INC | 2,173 | $134,000 | 0.1% | HOLD |
| 60 | ESGUISHARES TR | 2,366 | $130,000 | 0.1% | ADD 238% |
| 61 | CSCOCISCO SYS INC | 2,909 | $126,000 | 0.1% | ADD 4% |
| 62 | SUSAISHARES TR | 1,219 | $126,000 | 0.1% | ADD 17% |
| 63 | SDYSPDR SER TR | 1,345 | $120,000 | 0.1% | HOLD |
| 64 | XOMEXXON MOBIL CORP | 1,659 | $113,000 | 0.1% | ADD 7% |
| 65 | SIVRABRDN SILVER ETF TRUST | 7,308 | $110,000 | 0.1% | NEW |
| 66 | DLNWISDOMTREE TR | 1,079 | $91,000 | 0.0% | HOLD |
| 67 | MUBISHARES TR | 823 | $90,000 | 0.0% | NEW |
| 68 | VVISA INC | 671 | $89,000 | 0.0% | HOLD |
| 69 | INTCINTEL CORP | 1,860 | $87,000 | 0.0% | HOLD |
| 70 | CRMSALESFORCE INC | 619 | $85,000 | 0.0% | ADD 20% |
| 71 | VOVANGUARD INDEX FDS | 586 | $81,000 | 0.0% | HOLD |
| 72 | WATWATERS CORP | 395 | $75,000 | 0.0% | HOLD |
| 73 | GLTRABRDN PRECIOUS METALS BASKET | 1,145 | $72,000 | 0.0% | HOLD |
| 74 | TAT&T INC | 2,333 | $67,000 | 0.0% | ADD 9% |
| 75 | VOOVANGUARD INDEX FDS | 289 | $67,000 | 0.0% | TRIM −7% |
| 76 | BACBANK AMERICA CORP | 2,595 | $64,000 | 0.0% | ADD 24% |
| 77 | PFEPFIZER INC | 1,445 | $63,000 | 0.0% | ADD 11% |
| 78 | VBVANGUARD INDEX FDS | 476 | $63,000 | 0.0% | TRIM −12% |
| 79 | IWMISHARES TR | 458 | $61,000 | 0.0% | HOLD |
| 80 | XLFSELECT SECTOR SPDR TR | 2,466 | $59,000 | 0.0% | HOLD |
| 81 | VGTVANGUARD WORLD FD | 355 | $59,000 | 0.0% | HOLD |
| 82 | BCMLBAYCOM CORP | 2,500 | $58,000 | 0.0% | HOLD |
| 83 | AOMISHARES TR | 1,631 | $58,000 | 0.0% | ADD 8% |
| 84 | SCHWSCHWAB CHARLES CORP | 1,399 | $58,000 | 0.0% | HOLD |
| 85 | UHALU HAUL HOLDING COMPANY | 173 | $57,000 | 0.0% | HOLD |
| 86 | VYMIVANGUARD WHITEHALL FDS | 980 | $55,000 | 0.0% | HOLD |
| 87 | IWRISHARES TR | 1,099 | $51,000 | 0.0% | ADD 188% |
| 88 | VNQVANGUARD INDEX FDS | 685 | $51,000 | 0.0% | HOLD |
| 89 | DISDISNEY WALT CO | 446 | $49,000 | 0.0% | ADD 52% |
| 90 | DBEUDBX ETF TR | 1,916 | $48,000 | 0.0% | NEW |
| 91 | SPGSIMON PPTY GROUP INC NEW | 288 | $48,000 | 0.0% | HOLD |
| 92 | VGKVANGUARD INTL EQUITY INDEX F | 969 | $47,000 | 0.0% | NEW |
| 93 | BABAALIBABA GROUP HLDG LTD | 325 | $45,000 | 0.0% | HOLD |
| 94 | ORCLORACLE CORP | 1,000 | $45,000 | 0.0% | HOLD |
| 95 | WALWESTERN ALLIANCE BANCORP | 1,150 | $45,000 | 0.0% | HOLD |
| 96 | VTVVANGUARD INDEX FDS | 445 | $44,000 | 0.0% | HOLD |
| 97 | USBUS BANCORP | 942 | $43,000 | 0.0% | HOLD |
| 98 | COHRCoherent Inc | 400 | $42,000 | 0.0% | HOLD |
| 99 | ESGDISHARES TR | 727 | $42,000 | 0.0% | ADD 223% |
| 100 | XYZBLOCK INC | 730 | $41,000 | 0.0% | HOLD |
| 101 | BDXBECTON DICKINSON & CO | 175 | $39,000 | 0.0% | HOLD |
| 102 | KOCOCA COLA CO | 828 | $39,000 | 0.0% | HOLD |
| 103 | HDHOME DEPOT INC | 225 | $39,000 | 0.0% | HOLD |
| 104 | VTIPVANGUARD MALVERN FDS | 817 | $39,000 | 0.0% | HOLD |
| 105 | COSTCOSTCO WHSL CORP NEW | 186 | $38,000 | 0.0% | HOLD |
| 106 | CIENCIENA CORP | 1,090 | $37,000 | 0.0% | HOLD |
| 107 | ALTABA INC | 615 | $36,000 | 0.0% | ADD 720% |
| 108 | LMTLOCKHEED MARTIN CORP | 139 | $36,000 | 0.0% | HOLD |
| 109 | OEFISHARES TR | 313 | $35,000 | 0.0% | HOLD |
| 110 | JPMJPMORGAN CHASE & CO | 339 | $33,000 | 0.0% | HOLD |
| 111 | PEPPEPSICO INC | 303 | $33,000 | 0.0% | HOLD |
| 112 | SCHDSCHWAB STRATEGIC TR | 698 | $33,000 | 0.0% | HOLD |
| 113 | DVYISHARES TR | 359 | $32,000 | 0.0% | HOLD |
| 114 | MRKMERCK & CO INC | 414 | $32,000 | 0.0% | HOLD |
| 115 | DOVDOVER CORP | 432 | $31,000 | 0.0% | HOLD |
| 116 | IBMINTERNATIONAL BUSINESS MACHS | 261 | $30,000 | 0.0% | HOLD |
| 117 | IWVISHARES TR | 199 | $29,000 | 0.0% | HOLD |
| 118 | IYJISHARES TR | 222 | $29,000 | 0.0% | HOLD |
| 119 | IWSISHARES TR | 365 | $28,000 | 0.0% | HOLD |
| 120 | CMFISHARES TR | 483 | $28,000 | 0.0% | ADD 431% |
| 121 | EWJISHARES INC | 557 | $28,000 | 0.0% | NEW |
| 122 | IVWISHARES TR | 177 | $27,000 | 0.0% | HOLD |
| 123 | ESGEISHARES INC | 882 | $27,000 | 0.0% | ADD 227% |
| 124 | MDYSPDR S&P MIDCAP 400 ETF TR | 89 | $27,000 | 0.0% | HOLD |
| 125 | DIASPDR DOW JONES INDL AVERAGE | 110 | $26,000 | 0.0% | HOLD |
| 126 | CLCOLGATE PALMOLIVE CO | 422 | $25,000 | 0.0% | HOLD |
| 127 | DBJPDBX ETF TR | 692 | $25,000 | 0.0% | NEW |
| 128 | IWOISHARES TR | 149 | $25,000 | 0.0% | HOLD |
| 129 | IJSISHARES TR | 189 | $25,000 | 0.0% | HOLD |
| 130 | SPMDSPDR SERIES TRUST | 851 | $25,000 | 0.0% | HOLD |
| 131 | WAFDWAFD INC | 953 | $25,000 | 0.0% | HOLD |
| 132 | DOWDUPONT INC | 447 | $24,000 | 0.0% | ADD 81% |
| 133 | BABOEING CO | 71 | $23,000 | 0.0% | HOLD |
| 134 | NOCNORTHROP GRUMMAN CORP | 93 | $23,000 | 0.0% | HOLD |
| 135 | FBINFORTUNE BRANDS INNOVATIONS I | 586 | $22,000 | 0.0% | HOLD |
| 136 | IWPISHARES TR | 193 | $22,000 | 0.0% | HOLD |
| 137 | EOGEOG RES INC | 235 | $21,000 | 0.0% | HOLD |
| 138 | XLPSELECT SECTOR SPDR TR | 402 | $20,000 | 0.0% | HOLD |
| 139 | VZVERIZON COMMUNICATIONS INC | 358 | $20,000 | 0.0% | ADD 82% |
| 140 | CMCSACOMCAST CORP NEW | 558 | $19,000 | 0.0% | HOLD |
| 141 | HUMHUMANA INC | 58 | $17,000 | 0.0% | NEW |
| 142 | PSXPHILLIPS 66 | 195 | $17,000 | 0.0% | HOLD |
| 143 | WFCWELLS FARGO CO NEW | 365 | $17,000 | 0.0% | HOLD |
| 144 | ETNEATON CORP PLC | 253 | $17,000 | 0.0% | ADD 81% |
| 145 | MCKMCKESSON CORP | 144 | $16,000 | 0.0% | ADD 30% |
| 146 | NVONOVO-NORDISK A S | 345 | $16,000 | 0.0% | HOLD |
| 147 | VIGVANGUARD SPECIALIZED FUNDS | 161 | $16,000 | 0.0% | TRIM −15% |
| 148 | EPIWISDOMTREE TR | 639 | $16,000 | 0.0% | NEW |
| 149 | ABBVABBVIE INC | 164 | $15,000 | 0.0% | HOLD |
| 150 | AEPAMERICAN ELEC PWR CO INC | 200 | $15,000 | 0.0% | HOLD |
| 151 | IJTISHARES TR | 92 | $15,000 | 0.0% | HOLD |
| 152 | SPSMSPDR SERIES TRUST | 583 | $15,000 | 0.0% | HOLD |
| 153 | WMBWILLIAMS COS INC | 690 | $15,000 | 0.0% | ADD 42% |
| 154 | SPYDSPDR SERIES TRUST | 417 | $14,000 | 0.0% | HOLD |
| 155 | ACMAECOM | 477 | $13,000 | 0.0% | HOLD |
| 156 | BLKBLACKROCK INC | 30 | $12,000 | 0.0% | NEW |
| 157 | CCITIGROUP INC | 228 | $12,000 | 0.0% | HOLD |
| 158 | CMSCMS ENERGY CORP | 225 | $11,000 | 0.0% | HOLD |
| 159 | HPEHEWLETT PACKARD ENTERPRISE C | 805 | $11,000 | 0.0% | HOLD |
| 160 | HONHONEYWELL INTL INC | 87 | $11,000 | 0.0% | HOLD |
| 161 | SBACSBA COMMUNICATIONS CORP NEW | 65 | $11,000 | 0.0% | NEW |
| 162 | ABTABBOTT LABS | 134 | $10,000 | 0.0% | HOLD |
| 163 | BMRNBIOMARIN PHARMACEUTICAL INC | 112 | $10,000 | 0.0% | NEW |
| 164 | CCICROWN CASTLE INC | 91 | $10,000 | 0.0% | NEW |
| 165 | DBEMDBX ETF TR | 460 | $10,000 | 0.0% | NEW |
| 166 | FPHFIVE POINT HOLDINGS LLC | 1,500 | $10,000 | 0.0% | HOLD |
| 167 | HCAHCA HEALTHCARE INC | 80 | $10,000 | 0.0% | NEW |
| 168 | EISISHARES INC | 205 | $10,000 | 0.0% | HOLD |
| 169 | IEMGISHARES INC | 205 | $10,000 | 0.0% | TRIM −97% |
| 170 | MGMMGM RESORTS INTERNATIONAL | 426 | $10,000 | 0.0% | NEW |
| 171 | TNDMTANDEM DIABETES CARE INC | 275 | $10,000 | 0.0% | NEW |
| 172 | UMPQUA HLDGS CORP | 626 | $10,000 | 0.0% | HOLD |
| 173 | VODVODAFONE GROUP PLC | 523 | $10,000 | 0.0% | ADD 5% |
| 174 | EFXEQUIFAX INC | 100 | $9,000 | 0.0% | NEW |
| 175 | IWDISHARES TR | 77 | $9,000 | 0.0% | HOLD |
| 176 | CANADIAN PAC RY LTD | 46 | $8,000 | 0.0% | NEW |
| 177 | FFORD MTR CO | 1,000 | $8,000 | 0.0% | HOLD |
| 178 | IDCCINTERDIGITAL INC | 125 | $8,000 | 0.0% | HOLD |
| 179 | MARMARRIOTT INTL INC NEW | 72 | $8,000 | 0.0% | NEW |
| 180 | MSMORGAN STANLEY | 192 | $8,000 | 0.0% | NEW |
| 181 | RAYTHEON CO | 50 | $8,000 | 0.0% | HOLD |
| 182 | TJXTJX COS INC NEW | 170 | $8,000 | 0.0% | ADD 100% |
| 183 | FIAT CHRYSLER AUTOMOBILES N | 538 | $8,000 | 0.0% | NEW |
| 184 | LNGCheniere Energy, Inc | 116 | $7,000 | 0.0% | NEW |
| 185 | DISCOVER FINL SVCS | 123 | $7,000 | 0.0% | ADD 339% |
| 186 | PRUPRUDENTIAL FINL INC | 87 | $7,000 | 0.0% | NEW |
| 187 | ADBEADOBE INC | 27 | $6,000 | 0.0% | HOLD |
| 188 | AALAMERICAN AIRLS GROUP INC | 185 | $6,000 | 0.0% | NEW |
| 189 | APERGY CORP | 216 | $6,000 | 0.0% | HOLD |
| 190 | BKUBANKUNITED INC | 213 | $6,000 | 0.0% | NEW |
| 191 | CBS CORP NEW | 136 | $6,000 | 0.0% | NEW |
| 192 | CWENCLEARWAY ENERGY INC | 334 | $6,000 | 0.0% | NEW |
| 193 | COLUMBIA PPTY TR INC | 304 | $6,000 | 0.0% | NEW |
| 194 | FISFIDELITY NATL INFORMATION SV | 58 | $6,000 | 0.0% | NEW |
| 195 | GSGOLDMAN SACHS GROUP INC | 35 | $6,000 | 0.0% | NEW |
| 196 | LENLENNAR CORP | 144 | $6,000 | 0.0% | NEW |
| 197 | OREALTY INCOME CORP | 100 | $6,000 | 0.0% | HOLD |
| 198 | SNAPSNAP INC | 1,008 | $6,000 | 0.0% | HOLD |
| 199 | SMFGSUMITOMO MITSUI FINL GROUP I | 871 | $6,000 | 0.0% | NEW |
| 200 | TSLATESLA INC | 17 | $6,000 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.
