Rockville, MDCIK 13392704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
308 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 519.1K | $41.6K | 3.7% | −104.2K | Reduced |
| 2 | Capital Group Growth ETF | 635.4K | $28.3K | 2.5% | −43.0K | Reduced |
| 3 | Vanguard Index Fds | 93.4K | $27.1K | 2.4% | −1.9K | Reduced |
| 4 | Invesco Exch Traded Fd Tr II |
| 101.0K |
| $25.6K |
| 2.3% |
| −28.0K |
| Reduced |
| 5 | Capital Group Intl Focus Eqt | 853.7K | $25.2K | 2.3% | −45.0K | Reduced |
| 6 | Vanguard Index Fds | 128.0K | $24.5K | 2.2% | −2.4K | Reduced |
| 7 | Pimco Dynamic Income Oprnts | 1.70M | $23.5K | 2.1% | +19.0K | Added |
| 8 | Invesco Qqq Tr | 38.0K | $23.3K | 2.1% | +931 | Added |
| 9 | Pimco Access Income Fund | 1.47M | $22.5K | 2.0% | +39.8K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 244.3K | $20.6K | 1.9% | −21.2K | Reduced |
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