{"url":"https://nivawealth.com/firms/davidson-kahn-capital-management-290062","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290062","regulatoryAum":415493541,"crd":"290062","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6671788","suffix":null,"lastName":"COHEN","firstName":"DREW","middleName":"FREDERICK"},{"crd":"6857079","suffix":null,"lastName":"Davidson","firstName":"Jake","middleName":"Ryan"},{"crd":"7288460","suffix":null,"lastName":"LANZKOWSKY","firstName":"ALEX","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-03","regulatoryAum":103261600,"clients":132,"employees":3,"offices":1},{"filedOn":"2025-01-29","regulatoryAum":215177209,"clients":187,"employees":3,"offices":1},{"filedOn":"2026-09-09","regulatoryAum":415493541,"clients":252,"employees":4,"offices":2}],"secFileNumber":"801-129877","legalName":"Davidson Kahn Capital Management, LLC","displayName":"Davidson Kahn Capital Management","slug":"davidson-kahn-capital-management-290062","website":"https://davidsonkahn.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/davidsonkahn?trk=similar-pages&original_referer=https%3A%2F%2Fwww.google.com%2F","founded":"2017","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"14011 Ventura BLVD,, Suite 302","city":"Sherman Oaks","state":"CA","stateName":"California","country":"United States","postalCode":"91423"},"tradeNames":[],"registration":{"secApproved":"11 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1729705.7167381975,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":415493541,"discretionary":415493541,"discretionaryAccounts":795,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":66,"regulatoryAum":100750430},{"label":"High-net-worth individuals","clients":167,"regulatoryAum":302271002},{"label":"Pension and profit-sharing plans","clients":9,"regulatoryAum":8288179},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":120493},{"label":"Other investment advisers","clients":1,"fewerThan5":true,"regulatoryAum":217481},{"label":"Corporations and other businesses","clients":8,"regulatoryAum":3845956}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042567","versionId":1042567,"ratePeriod":"not_stated","fee_billing":"arrears","submittedOn":"2026-04-23","documentName":"DAVIDSON KAHN CAPITAL MANAGEMENT LLC ADV 2A 04232026","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:23:30.860039+00:00","documents":[{"name":"DAVIDSON KAHN CAPITAL MANAGEMENT LLC ADV 2A 04232026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042567","versionId":1042567,"submittedOn":"2026-04-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":289070372},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":44103462},{"name":"Principal Securities, Inc.","shortName":"Principal Securities","location":"Des Moines, IA","smaAssets":81620135}],"custodyNote":"Davidson Kahn Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jake Davidson","title":"Managing Member & Chief Compliance Officer","crd":"6857079"}],"ownership":[{"label":"Jake Davidson","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since July 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"14011 Ventura BLVD,, Suite 302","city":"Sherman Oaks","headquarters":true}]},{"state":"Nevada","offices":1,"addresses":[{"street":"4050 E Russell RD","city":"Las Vegas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-928-8192","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"U.S. government/agency bonds","percent":15},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":29},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290062/PDF/290062.pdf","brochureDate":"23 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042567","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Davidson Kahn Capital Management have?","answer":"Davidson Kahn Capital Management has 252 clients and manages $415 million for them, as of September 2026. They include 167 high-net-worth individuals, 66 individual clients, and 9 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Davidson Kahn Capital Management offer?","answer":"Davidson Kahn Capital Management provides portfolio management for individuals and small businesses and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Davidson Kahn Capital Management charge?","answer":"Davidson Kahn Capital Management charges up to 1.00% for its Portfolio Management Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears.","source":"DAVIDSON KAHN CAPITAL MANAGEMENT LLC ADV 2A 04232026, filed 23 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Davidson Kahn Capital Management use?","answer":"Davidson Kahn Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $289M, Principal Securities, Inc. (Des Moines, IA), with $81.6M and National Financial Services LLC (Boston, MA), with $44.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Davidson Kahn Capital Management have?","answer":"Davidson Kahn Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Davidson Kahn Capital Management invest in?","answer":"At the end of its last fiscal year, Davidson Kahn Capital Management’s separately managed accounts held 52% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 3% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Davidson Kahn Capital Management?","answer":"Davidson Kahn Capital Management’s direct owner is Jake Davidson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Davidson Kahn Capital Management get paid?","answer":"Davidson Kahn Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Davidson Kahn Capital Management?","answer":"Davidson Kahn Capital Management’s main office is at 14011 Ventura BLVD,, Suite 302, Sherman Oaks, CA 91423. Its phone number is 310-928-8192. Its website is davidsonkahn.com.","source":"Form ADV Part 1A, Item 1.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/davidson-kahn-capital-management-290062/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-15","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2055535/000175496026000522/0001754960-26-000522-index.html","totalValue":232821097,"positionCount":72,"top10Share":0.5937522620641205,"top10":[{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":22451151,"shares":105522,"shareType":"SH","priorValue":18949900,"priorShares":98604},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":20925599,"shares":30466,"shareType":"SH","priorValue":17661397,"priorShares":29556},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":19969383,"shares":688683,"shareType":"SH","priorValue":15307514,"priorShares":603111},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":19282830,"shares":26160,"shareType":"SH","priorValue":13819954,"priorShares":23804},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":12822023,"shares":149714,"shareType":"SH","priorValue":9779371,"priorShares":125244},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":11525646,"shares":48358,"shareType":"SH","priorValue":9684972,"priorShares":46472},{"issuer":"PERIMETER SOLUTIONS INC","titleOfClass":"COMMON STOCK","cusip":"71385M107","value":10218039,"shares":286621,"shareType":"SH","priorValue":6611910,"priorShares":270758},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":9088257,"shares":25431,"shareType":"SH","priorValue":7203173,"priorShares":25049},{"issuer":"WISDOMTREE TR","titleOfClass":"US MIDCAP FUND","cusip":"97717W570","value":6021389,"shares":79471,"shareType":"SH","priorValue":5418359,"priorShares":80606},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":5933736,"shares":57497,"shareType":"SH","priorValue":4892809,"priorShares":48187}],"positionsListed":72,"positions":[{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":22451151,"shares":105522,"shareType":"SH","priorValue":18949900,"priorShares":98604},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":20925599,"shares":30466,"shareType":"SH","priorValue":17661397,"priorShares":29556},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":19969383,"shares":688683,"shareType":"SH","priorValue":15307514,"priorShares":603111},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":19282830,"shares":26160,"shareType":"SH","priorValue":13819954,"priorShares":23804},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":12822023,"shares":149714,"shareType":"SH","priorValue":9779371,"priorShares":125244},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":11525646,"shares":48358,"shareType":"SH","priorValue":9684972,"priorShares":46472},{"issuer":"PERIMETER SOLUTIONS INC","titleOfClass":"COMMON STOCK","cusip":"71385M107","value":10218039,"shares":286621,"shareType":"SH","priorValue":6611910,"priorShares":270758},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":9088257,"shares":25431,"shareType":"SH","priorValue":7203173,"priorShares":25049},{"issuer":"WISDOMTREE TR","titleOfClass":"US MIDCAP FUND","cusip":"97717W570","value":6021389,"shares":79471,"shareType":"SH","priorValue":5418359,"priorShares":80606},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":5933736,"shares":57497,"shareType":"SH","priorValue":4892809,"priorShares":48187},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":5096373,"shares":40780,"shareType":"SH","priorValue":3751443,"priorShares":33299},{"issuer":"COUPANG INC","titleOfClass":"CL A","cusip":"22266T109","value":4787346,"shares":275610,"shareType":"SH","priorValue":4699647,"priorShares":248622},{"issuer":"FLOOR & DECOR HLDGS INC","titleOfClass":"CL A","cusip":"339750101","value":4464644,"shares":75213,"shareType":"SH","priorValue":2942336,"priorShares":57920},{"issuer":"OLD DOMINION FREIGHT LINE IN","titleOfClass":"COM","cusip":"679580100","value":4186945,"shares":19330,"shareType":"SH","priorValue":3724891,"priorShares":19063},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":4145345,"shares":7359,"shareType":"SH","priorValue":3961266,"priorShares":6912},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3985773,"shares":10685,"shareType":"SH","priorValue":3511001,"priorShares":9485},{"issuer":"API GROUP CORP","titleOfClass":"COM STK","cusip":"00187Y100","value":3653026,"shares":86258,"shareType":"SH","priorValue":3524592,"priorShares":86984},{"issuer":"BROOKFIELD CORP","titleOfClass":"CL A LTD VT SH","cusip":"11271J107","value":3644998,"shares":85583,"shareType":"SH","priorValue":3496186,"priorShares":86390},{"issuer":"MARKEL GROUP INC","titleOfClass":"COM","cusip":"570535104","value":3388472,"shares":1735,"shareType":"SH","priorValue":3345794,"priorShares":1748},{"issuer":"COPART INC","titleOfClass":"COM","cusip":"217204106","value":3207768,"shares":113651,"shareType":"SH","priorValue":3634238,"priorShares":109465},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":3199550,"shares":4285,"shareType":"SH","priorValue":1726713,"priorShares":2655},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":3144790,"shares":10868,"shareType":"SH","priorValue":3077574,"priorShares":12126},{"issuer":"KKR & CO INC","titleOfClass":"COM","cusip":"48251W104","value":3039046,"shares":33252,"shareType":"SH","priorValue":3023494,"priorShares":32626},{"issuer":"APPFOLIO INC","titleOfClass":"COM CL A","cusip":"03783C100","value":3035426,"shares":18930,"shareType":"SH","priorValue":2799885,"priorShares":17706},{"issuer":"BROWN & BROWN INC","titleOfClass":"COM","cusip":"115236101","value":2675306,"shares":41704,"shareType":"SH","priorValue":2729023,"priorShares":41850},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":2493533,"shares":39952,"shareType":"SH","priorValue":1971228,"priorShares":30859},{"issuer":"BROOKFIELD ASSET MANAGMT LTD","titleOfClass":"CL A LMT VTG SHS","cusip":"113004105","value":2472358,"shares":55125,"shareType":"SH","priorValue":2427906,"priorShares":54621},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":2417170,"shares":1215,"shareType":"SH","priorValue":1615375,"priorShares":1223},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":2278139,"shares":6031,"shareType":"SH","priorValue":470969,"priorShares":1522},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":2269769,"shares":4536,"shareType":"SH","priorValue":2170776,"priorShares":4530},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":2248984,"shares":11240,"shareType":"SH","priorValue":1374025,"priorShares":7879},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":2028089,"shares":9183,"shareType":"SH","priorValue":1138409,"priorShares":5605},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1980605,"shares":4709,"shareType":"SH","priorValue":1827523,"priorShares":4916},{"issuer":"MSCI INC","titleOfClass":"COM","cusip":"55354G100","value":1897041,"shares":3387,"shareType":"SH","priorValue":1879635,"priorShares":3487},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":1536010,"shares":13054,"shareType":"SH","priorValue":1555237,"priorShares":13525},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":1487191,"shares":4019,"shareType":"SH","priorValue":1108078,"priorShares":3454},{"issuer":"IMMUNITYBIO INC","titleOfClass":"COM","cusip":"45256X103","value":1427870,"shares":163092,"shareType":"SH"},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":1211584,"shares":7132,"shareType":"SH","priorValue":875667,"priorShares":7132},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":858533,"shares":1125,"shareType":"SH","priorValue":490745,"priorShares":1257},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":819009,"shares":8876,"shareType":"SH","priorValue":867832,"priorShares":9234},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":725844,"shares":8667,"shareType":"SH","priorValue":650876,"priorShares":8667},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":723338,"shares":773,"shareType":"SH","priorValue":582149,"priorShares":584},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":655178,"shares":1854,"shareType":"SH","priorValue":635842,"priorShares":2217},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524755","value":635870,"shares":12052,"shareType":"SH","priorValue":593068,"priorShares":12121},{"issuer":"NVR INC","titleOfClass":"COM","cusip":"62944T105","value":613206,"shares":92,"shareType":"SH","priorValue":678752,"priorShares":104},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":555452,"shares":1697,"shareType":"SH","priorValue":350639,"priorShares":1192},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":542601,"shares":2848,"shareType":"SH","priorValue":378499,"priorShares":2848},{"issuer":"WATSCO INC","titleOfClass":"COM","cusip":"942622200","value":499517,"shares":1199,"shareType":"SH","priorValue":469847,"priorShares":1292},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUND EM EQUI ETF","cusip":"808524730","value":484151,"shares":12201,"shareType":"SH","priorValue":469159,"priorShares":12262},{"issuer":"AXON ENTERPRISE INC","titleOfClass":"COM","cusip":"05464C101","value":424942,"shares":758,"shareType":"SH","priorValue":320641,"priorShares":755},{"issuer":"FIDELITY COMWLTH TR","titleOfClass":"NASDAQ COMPSIT","cusip":"315912808","value":392008,"shares":3798,"shareType":"SH","priorValue":339311,"priorShares":3996},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":377500,"shares":3634,"shareType":"SH"},{"issuer":"AIRBNB INC","titleOfClass":"COM CL A","cusip":"009066101","value":369198,"shares":2580,"shareType":"SH","priorValue":345250,"priorShares":2734},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":353922,"shares":947,"shareType":"SH","priorValue":268730,"priorShares":947},{"issuer":"SHERWIN WILLIAMS CO","titleOfClass":"COM","cusip":"824348106","value":353221,"shares":1026,"shareType":"SH","priorValue":345454,"priorShares":1078},{"issuer":"ESCO TECHNOLOGIES INC","titleOfClass":"COM","cusip":"296315104","value":350040,"shares":1000,"shareType":"SH","priorValue":281370,"priorShares":1000},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524748","value":346883,"shares":7143,"shareType":"SH","priorValue":333717,"priorShares":7198},{"issuer":"SEA LTD","titleOfClass":"SPONSORD ADS","cusip":"81141R100","value":293911,"shares":3067,"shareType":"SH"},{"issuer":"BOOKING HOLDINGS INC","titleOfClass":"COM","cusip":"09857L108","value":278692,"shares":1564,"shareType":"SH"},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":277267,"shares":236,"shareType":"SH","priorValue":206004,"priorShares":236},{"issuer":"ROBINHOOD MKTS INC","titleOfClass":"COM CL A","cusip":"770700102","value":261530,"shares":2608,"shareType":"SH"},{"issuer":"WALKER & DUNLOP INC","titleOfClass":"COM","cusip":"93148P102","value":253097,"shares":4627,"shareType":"SH","priorValue":225906,"priorShares":5130},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":249769,"shares":523,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":233321,"shares":1707,"shareType":"SH","priorValue":287574,"priorShares":1695},{"issuer":"SHOPIFY INC","titleOfClass":"CL A SUB VTG SHS","cusip":"82509L107","value":229730,"shares":2012,"shareType":"SH","priorValue":238663,"priorShares":2012},{"issuer":"EXOZYMES INC","titleOfClass":"COM","cusip":"461874109","value":210750,"shares":25000,"shareType":"SH"},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":209186,"shares":218,"shareType":"SH","priorValue":209131,"priorShares":217},{"issuer":"MERCADOLIBRE INC","titleOfClass":"COM","cusip":"58733R102","value":205384,"shares":121,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":203450,"shares":272,"shareType":"SH"},{"issuer":"TABOOLA.COM LTD","titleOfClass":"ORD SHS","cusip":"M8744T106","value":122220,"shares":24444,"shareType":"SH","priorValue":75776,"priorShares":24444},{"issuer":"SNAP INC","titleOfClass":"CL A","cusip":"83304A106","value":58173,"shares":13102,"shareType":"SH"},{"issuer":"HEARTBEAM INC","titleOfClass":"COM","cusip":"42238H108","value":13000,"shares":17333,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}