Danvers, MACIK 15501914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
96 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 254.3K | $34.77M | 12.9% | −5.6K | Reduced |
| 2 | Ishares Tr | 126.7K | $31.71M | 11.7% | +20 | Added |
| 3 | Dimensional ETF Trust | 714.0K | $27.21M | 10.1% | +8.3K | Added |
| 4 | Schwab Strategic Tr |
| 646.8K |
| $17.74M |
| 6.6% |
| +30.4K |
| Added |
| 5 | 2023 ETF Series Trust II | 420.8K | $16.18M | 6.0% | +19.7K | Added |
| 6 | Alps ETF Tr ETF | 368.0K | $16.10M | 6.0% | +12.7K | Added |
| 7 | Vanguard Intl Equity Index F | 285.8K | $15.37M | 5.7% | +2.5K | Added |
| 8 | Vanguard Tax-Managed Fds | 175.2K | $10.95M | 4.0% | +1.6K | Added |
| 9 | Ishares Tr | 48.8K | $9.69M | 3.6% | −1.9K | Reduced |
| 10 | Spdr Gold Tr | 22.4K | $8.88M | 3.3% | −66 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio