Scottsdale, AZCIK 16328664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
134 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 235.9K | $74.25M | 24.4% | −2.1K | Reduced |
| 2 | Schwab Strategic Tr | 1.27M | $33.40M | 11.0% | +398 | Added |
| 3 | Dimensional ETF Trust | 392.0K | $18.26M | 6.0% | +404 | Added |
| 4 | Schwab Strategic Tr |
| 387.0K |
| $10.61M |
| 3.5% |
| +21.4K |
| Added |
| 5 | Ishares Tr | 87.8K | $8.77M | 2.9% | +6.7K | Added |
| 6 | Dimensional ETF Trust | 142.1K | $8.46M | 2.8% | +580 | Added |
| 7 | Spdr Series Trust | 143.5K | $8.15M | 2.7% | −8.2K | Reduced |
| 8 | Vanguard Scottsdale Fds | 96.3K | $8.07M | 2.7% | +7.8K | Added |
| 9 | Vanguard Intl Equity Index F | 86.8K | $7.26M | 2.4% | +8.4K | Added |
| 10 | Global X Fds | 173.3K | $7.04M | 2.3% | +12.8K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio