Rockville, MDCIK 15988414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
226 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 183.3K | $33.52M | 5.5% | +120.0K | Added |
| 2 | Select Sector Spdr Tr | 560.7K | $30.80M | 5.0% | +560.7K | New |
| 3 | Invesco Exch Traded Fd Tr II | 96.7K | $24.42M | 4.0% | 0 | Held |
| 4 | Schwab Strategic Tr |
| 736.6K |
| $20.43M |
| 3.3% |
| +27.2K |
| Added |
| 5 | Ishares Tr | 194.8K | $19.56M | 3.2% | +17.2K | Added |
| 6 | Spdr S&P 500 ETF Tr | 26.4K | $18.06M | 2.9% | +25.8K | Added |
| 7 | Ishares Tr | 80.1K | $16.99M | 2.8% | +80.1K | New |
| 8 | Vanguard Scottsdale Fds | 115.6K | $14.04M | 2.3% | 0 | Held |
| 9 | Nvidia Corporation | 66.0K | $12.46M | 2.0% | 0 | Held |
| 10 | Vanguard Specialized Funds | 54.7K | $12.07M | 2.0% | −4.4K | Reduced |
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