Bethesda, MDCIK 11192544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
203 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 211.8K | $145.05M | 9.2% | +9.3K | Added |
| 2 | Apple Inc | 339.3K | $92.23M | 5.8% | −12.8K | Reduced |
| 3 | Microsoft Corp | 178.1K | $86.14M | 5.4% | −1.7K | Reduced |
| 4 | Alphabet Inc |
| 253.0K |
| $79.18M |
| 5.0% |
| −9.6K |
| Reduced |
| 5 | Vanguard Tax-Managed Fds | 1.09M | $68.09M | 4.3% | +283.6K | Added |
| 6 | Amazon Com Inc | 285.2K | $65.84M | 4.2% | +256 | Added |
| 7 | Taiwan Semiconductor Mfg Ltd | 208.9K | $63.47M | 4.0% | −4.2K | Reduced |
| 8 | Nvidia Corporation | 246.6K | $45.99M | 2.9% | −943 | Reduced |
| 9 | Berkshire Hathaway Inc Del | 87.8K | $44.11M | 2.8% | −916 | Reduced |
| 10 | Ishares Tr | 658.3K | $43.45M | 2.7% | −1.9K | Reduced |
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