Boulder, COCIK 16641474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
105 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dbx ETF Tr | 285.9K | $18.2K | 6.8% | +9.5K | Added |
| 2 | Dimensional ETF Trust | 424.7K | $16.2K | 6.1% | +5.2K | Added |
| 3 | Vanguard World Fd | 53.4K | $13.4K | 5.0% | +2.7K | Added |
| 4 | Dimensional ETF Trust |
| 149.0K |
| $10.4K |
| 3.9% |
| +2.7K |
| Added |
| 5 | Vanguard Malvern Fds | 203.1K | $10.0K | 3.8% | +7.8K | Added |
| 6 | Alphabet Inc | 30.9K | $9.7K | 3.6% | −623 | Reduced |
| 7 | Apple Inc | 33.7K | $9.2K | 3.4% | −943 | Reduced |
| 8 | Nushares ETF Tr | 239.9K | $8.5K | 3.2% | −13.8K | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 12.3K | $8.4K | 3.1% | −141 | Reduced |
| 10 | Dimensional ETF Trust | 254.8K | $8.3K | 3.1% | +10.4K | Added |
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