Bethesda, MDCIK 15517274 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 | Spdr S&P 500 ETF Tr | 12.6K | $8.60M | 5.9% | +5.3K | Added |
| 2 | Innovator Etfs Trust | 138.5K | $7.34M | 5.1% | 0 | Held |
| 3 | Schwab Strategic Tr | 210.1K | $6.85M | 4.7% | −14.7K | Reduced |
| 4 | Sprott Physical Gold Etv |
| 203.6K |
| $6.72M |
| 4.6% |
| −1.0K |
| Reduced |
| 5 | Ishares Tr | 64.2K | $6.16M | 4.2% | +2.0K | Added |
| 6 | Invesco Qqq Tr | 8.5K | $5.20M | 3.6% | −149 | Reduced |
| 7 | Ishares Tr | 7.4K | $5.05M | 3.5% | +90 | Added |
| 8 | Ishares Tr | 75.0K | $4.95M | 3.4% | +36.7K | Added |
| 9 | Ishares Tr | 39.4K | $4.74M | 3.3% | +20.7K | Added |
| 10 | Spdr Gold Tr | 11.4K | $4.50M | 3.1% | −2.6K | Reduced |
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