Baltimore, MDCIK 12596714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
343 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 214.7K | $71.97M | 5.3% | +3.6K | Added |
| 2 | Vanguard World Fd | 88.3K | $66.59M | 4.9% | −410 | Reduced |
| 3 | Spdr Series Trust | 692.6K | $55.56M | 4.1% | +55.0K | Added |
| 4 | Schwab Strategic Tr |
| 2.03M |
| $53.32M |
| 3.9% |
| +13.7K |
| Added |
| 5 | Select Sector Spdr Tr | 289.4K | $41.67M | 3.1% | +153.5K | Added |
| 6 | Vanguard Star Fds | 480.8K | $36.27M | 2.7% | +6.9K | Added |
| 7 | Fidelity Merrimack Str Tr | 712.4K | $32.80M | 2.4% | +98.6K | Added |
| 8 | Schwab Strategic Tr | 830.3K | $27.09M | 2.0% | +25.6K | Added |
| 9 | Vanguard Bd Index Fds | 353.9K | $26.22M | 1.9% | +15.2K | Added |
| 10 | Blackrock ETF Trust | 1.01M | $25.85M | 1.9% | −29.2K | Reduced |
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