Civic Intelligence

John & Carolyn Davis Family Foundation

EIN 82-6636006 • Tucson, AZ

4930 W Monte Carlo DriveTucson, AZ 85745
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

34883%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$308,192

Up $45,879 (+17%) from 2023

Liabilities

Down

$38

Down $22 (-37%) from 2023

Net Assets

Up

$308,154

Up $45,901 (+18%) from 2023

Revenue

Up

$48,627

Up $48,488 (+34883%) from 2023

Expenses

Up

$23,838

Up $13,736 (+136%) from 2023

Net Income

Up

$24,789

Up $34,752 (+349%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2019: $212,262Liabilities 2019: $02019Assets 2020: $210,739Liabilities 2020: $1Net Assets 2020: $210,7392020Assets 2021: $281,715Liabilities 2021: $1Net Assets 2021: $281,7152021Assets 2022: $240,090Liabilities 2022: $1Net Assets 2022: $240,0902022Assets 2023: $262,313Liabilities 2023: $60Net Assets 2023: $262,2532023Assets 2024: $308,192Liabilities 2024: $38Net Assets 2024: $308,1542024

Highlighted filing

2024

Assets$308,192
Liabilities$38
Net Assets$308,154

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2019: $41,287Expenses 2019: $15,971Net Income 2019: $25,3162019Revenue 2020: $5,908Expenses 2020: $24,489Net Income 2020: -$18,5812020Revenue 2021: $42,929Expenses 2021: $25,114Net Income 2021: $17,8152021Revenue 2022: $26,645Expenses 2022: $22,346Net Income 2022: $4,2992022Revenue 2023: $139Expenses 2023: $10,102Net Income 2023: -$9,9632023Revenue 2024: $48,627Expenses 2024: $23,838Net Income 2024: $24,7892024

Highlighted filing

2024

Revenue$48,627
Expenses$23,838
Net Income$24,789

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN DAVISTrusteePT$0--
CAROLYN DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John & Carolyn Davis Family Foundation
EIN
82-6636006
Phone
5209714862
Address
4930 W MONTE CARLO DRIVE, TUCSON, AZ 85745

Signing Officer

Name
John Davis
Title
Trustee
Phone
5209714862
Signed
2025-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Beachfleischman Pllc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718
Preparer
Monica a Vera CPA
Phone
5203214600
Raw XML AppendixShowing 400 of 983 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt148790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5019450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt608706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt822052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt87182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8911853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1161245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11940658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt722811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt304489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5019450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt608706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt822052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8911853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1161245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11940658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AEROVIRONMNET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIRBNB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AKAMAI TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALIBABA GROUP HLDG LTD F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMBARELLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMPLITUDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BAIDU INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BANK OF NY MELLON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BITFARMS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BUMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BWX TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CACI INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CANAAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CAPITAL ONE FC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CBOE GLOBAL MKTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CERENCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CIPHER MNG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COINBASE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CURTISS WRIGHT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31C3 AI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOMO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ELASTIC N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ENDEAVOR GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ETSY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EXL SERVICE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EXPEDIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FAIR ISAAC INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FUBOTV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FUNKO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GRINDR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HARMONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HEALTH CATALYST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HEICO CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HUNTINGTON INGALLS INDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HUNTSMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HUT 8 CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INFORMATICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56INFOSYS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60IRIDIUM COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KBR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62KRATOS DEFENSE & SEC SOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LEIDOS HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LEONARDO DRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LIVEPERSON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MARA HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MATCH GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MERCADOLIBRE INCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MERCURY SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MICROSTRATEGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MONGODB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MOOG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NANO DIMENSION LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NICE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ON24 INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PAR TECHNOLOGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PARSONS CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PAYPAL HOLDINGS INCORPOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PROGRESS SOFTWARE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PRUDENTIAL FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90RIOT PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ROBINHOOD MKTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ROBLOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ROKU INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95RUMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SAP SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SAPIENS INTERNTNL CORP F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SCIENCE APPLICATIONS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SHUTTERSTOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SNAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SNOWFLAKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SOUNDHOUND AI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SYNAPTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TAKE TWO INTERACTV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106TELEDYNE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TERADATA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109THOMSON REUTERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111TRIPADVISOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112TTM TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113UIPATH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VIASAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118V2X INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WIPRO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121WISDOMTREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122XOMETRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1238X8 INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt135165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt713301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt811228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1213471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MOTLEY FOOL 100 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMERICAN FUNDS AMCAP A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMERICAN FUNDS FUNDAMENTAL INVS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN FUNDS FUNDAMENTAL INVS F1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AMERICAN FUNDS GLOBAL BALANCED A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AMERICAN FUNDS INVMT CO OF AMER A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMERICAN FUNDS INVMT CO OF AMER F1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AMERICAN FUNDS NEW ECONOMY A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMERICAN FUNDS NEW WORLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10AMERICAN FUNDS SMALLCAP WORLD A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.