Ames, IACIK 11326514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 62.3K | $42.64M | 25.0% | +3.6K | Added |
| 2 | Vanguard Bd Index Fds | 150.1K | $11.83M | 6.9% | +5.9K | Added |
| 3 | Vanguard Bd Index Fds | 154.4K | $11.43M | 6.7% | +8.2K | Added |
| 4 | Ishares Tr |
| 113.9K |
| $11.37M |
| 6.7% |
| +6.1K |
| Added |
| 5 | Microsoft Corp | 15.8K | $7.63M | 4.5% | −1.0K | Reduced |
| 6 | Vanguard Star Fds | 78.6K | $5.93M | 3.5% | +325 | Added |
| 7 | Ishares Tr | 55.1K | $5.30M | 3.1% | −3.1K | Reduced |
| 8 | Apple Inc | 17.7K | $4.81M | 2.8% | −453 | Reduced |
| 9 | Vanguard Malvern Fds | 90.6K | $4.48M | 2.6% | +3.3K | Added |
| 10 | Ishares Tr | 16.1K | $3.97M | 2.3% | −1.1K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio