Jacksonville, FLCIK 15422844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
105 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 31.8K | $19.94M | 8.0% | −610 | Reduced |
| 2 | Schwab Strategic Tr | 696.6K | $18.27M | 7.3% | −36.3K | Reduced |
| 3 | Vanguard World Fd | 21.7K | $16.33M | 6.6% | −773 | Reduced |
| 4 | Vanguard Index Fds |
| 68.2K |
| $13.03M |
| 5.2% |
| −3.8K |
| Reduced |
| 5 | Ishares Tr | 104.9K | $10.07M | 4.1% | +1.1K | Added |
| 6 | Ishares Tr | 316.6K | $7.67M | 3.1% | +316.6K | New |
| 7 | Ishares Gold Tr | 89.8K | $7.29M | 2.9% | −4.4K | Reduced |
| 8 | Schwab Strategic Tr | 265.8K | $7.15M | 2.9% | −5.2K | Reduced |
| 9 | Vanguard World Fd | 22.7K | $6.54M | 2.6% | −183 | Reduced |
| 10 | Ishares Tr | 242.8K | $5.90M | 2.4% | +242.8K | New |
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