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advised by STEVARD LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 12, 2021 | $318M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | Chicago | Illinois | United States | no | 8-16514 |
| $0 |
| 0.0% |
| no |
| 1•••• |
| Nov 3, 2020 | $198M | 17 | $0 | 0.0% | no | 1•••• |
| May 12, 2020 | $198M | 17 | $0 | 0.0% | no | 1•••• |
| Mar 23, 2020 | $198M | 17 | $0 | 0.0% | no | 1•••• |
| Mar 25, 2019 | $87.9M | 8 | $0 | 0.0% | no | 1•••• |
| Sep 27, 2018 | $96.8M | 8 | $0 | 0.0% | no | 1•••• |
| Sep 17, 2018 | $96.8M | 8 | $0 | 0.0% | no | 1•••• |
| Mar 22, 2018 | $96.8M | 8 | $0 | 0.0% | no | 1•••• |
| Nov 8, 2017 | $85.0M | 8 | $0 | 0.0% | no | 1•••• |
| Jul 12, 2017 | $85.0M | 8 | $0 | 0.0% | no | 1•••• |
| Mar 24, 2017 | $85.0M | 8 | $0 | 0.0% | no | 1•••• |
| Jan 10, 2017 | $85.0M | 8 | $0 | 0.0% | no | 1•••• |
| Nov 10, 2016 | $74.8M | 7 | $0 | 0.0% | yes | 1•••• |