Bethesda, MDCIK 16288185 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 15.9K | $10.87M | 6.1% | −2.9K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 13.9K | $9.46M | 5.3% | −2.2K | Reduced |
| 3 | Ishares Tr | 83.9K | $9.24M | 5.2% | +15.1K | Added |
| 4 | Dimensional ETF Trust |
| 220.1K |
| $8.39M |
| 4.7% |
| −27.5K |
| Reduced |
| 5 | Dimensional ETF Trust | 101.0K | $7.04M | 4.0% | −9.4K | Reduced |
| 6 | Ishares Tr | 47.2K | $7.01M | 4.0% | 0 | Held |
| 7 | Dimensional ETF Trust | 147.1K | $6.85M | 3.9% | −16.9K | Reduced |
| 8 | Dimensional ETF Trust | 137.7K | $6.44M | 3.6% | −25.8K | Reduced |
| 9 | Vanguard Scottsdale Fds | 76.5K | $4.49M | 2.5% | +9.5K | Added |
| 10 | Vanguard Index Fds | 13.0K | $4.36M | 2.5% | +301 | Added |
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