Denver, COCIK 13173484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
455 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 500.7K | $313.99M | 19.2% | −1.6K | Reduced |
| 2 | Vanguard Index Fds | 359.2K | $175.22M | 10.7% | −34.1K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 2.48M | $155.03M | 9.5% | +49.5K | Added |
| 4 | Vanguard Index Fds |
| 577.3K |
| $110.26M |
| 6.7% |
| −6.0K |
| Reduced |
| 5 | Ishares Tr | 1.24M | $81.75M | 5.0% | −26.3K | Reduced |
| 6 | Vanguard Malvern Fds | 1.57M | $77.82M | 4.8% | +109.6K | Added |
| 7 | Ishares Tr | 110.2K | $75.49M | 4.6% | −382 | Reduced |
| 8 | Ishares Tr | 200.2K | $74.76M | 4.6% | −2.2K | Reduced |
| 9 | Ishares Tr | 547.3K | $48.96M | 3.0% | −19.4K | Reduced |
| 10 | Vanguard Index Fds | 145.9K | $42.33M | 2.6% | +2.1K | Added |
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