Coral Gables, FLCIK 13578674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.49M | $221.3K | 12.5% | +47.5K | Added |
| 2 | Schwab Strategic Tr | 8.28M | $217.2K | 12.3% | −212.1K | Reduced |
| 3 | Dimensional ETF Trust | 6.20M | $213.8K | 12.1% | +48.0K | Added |
| 4 | Ishares Tr |
| 345.9K |
| $133.8K |
| 7.5% |
| −3.5K |
| Reduced |
| 5 | American Centy ETF Tr | 1.22M | $124.9K | 7.0% | +13.3K | Added |
| 6 | Dimensional ETF Trust | 2.42M | $79.9K | 4.5% | −13.9K | Reduced |
| 7 | Vanguard Index Fds | 226.2K | $75.8K | 4.3% | −9.2K | Reduced |
| 8 | Vanguard Scottsdale Fds | 1.27M | $74.4K | 4.2% | +45.2K | Added |
| 9 | Invesco Exchange Traded Fd T | 773.5K | $58.0K | 3.3% | +2.5K | Added |
| 10 | Vanguard Specialized Funds | 260.2K | $57.2K | 3.2% | +2.4K | Added |
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