Denver, COCIK 14554954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,006 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 262.7K | $82.49M | 7.9% | +12.7K | Added |
| 2 | Ishares Tr | 514.5K | $71.69M | 6.9% | −3.2K | Reduced |
| 3 | Ishares Tr | 733.0K | $55.04M | 5.3% | +1.6K | Added |
| 4 | Ishares Tr |
| 407.9K |
| $52.27M |
| 5.0% |
| −11.9K |
| Reduced |
| 5 | Schwab Strategic Tr | 1.79M | $48.12M | 4.6% | −17.7K | Reduced |
| 6 | Vanguard World Fd | 500.4K | $35.84M | 3.4% | +5.9K | Added |
| 7 | Vanguard World Fd | 273.0K | $33.02M | 3.2% | −1.1K | Reduced |
| 8 | J P Morgan Exchange Traded F | 567.6K | $26.99M | 2.6% | +72.4K | Added |
| 9 | Vanguard Star Fds | 342.4K | $25.82M | 2.5% | +3.6K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 1.42M | $23.96M | 2.3% | +89.1K | Added |
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