Towson, MDCIK 13423964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
574 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 969.9K | $103.49M | 6.1% | +98.0K | Added |
| 2 | Spdr Series Trust | 1.38M | $78.41M | 4.6% | +75.2K | Added |
| 3 | Dimensional ETF Trust | 1.35M | $43.86M | 2.6% | +592.2K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 657.5K |
| $41.08M |
| 2.4% |
| +124.1K |
| Added |
| 5 | Vanguard Index Fds | 139.3K | $40.43M | 2.4% | +15.1K | Added |
| 6 | Nvidia Corporation | 190.6K | $35.55M | 2.1% | +4.5K | Added |
| 7 | Select Sector Spdr Tr | 224.7K | $32.35M | 1.9% | +133.6K | Added |
| 8 | Ishares Tr | 261.9K | $31.48M | 1.9% | +3.3K | Added |
| 9 | Vanguard Specialized Funds | 139.3K | $30.61M | 1.8% | +3.8K | Added |
| 10 | Apple Inc | 105.9K | $28.78M | 1.7% | +16.2K | Added |
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