Scottsdale, AZCIK 16643854 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 | Ishares Tr | 34.7K | $23.74M | 5.0% | −2.9K | Reduced |
| 2 | Ishares Tr | 234.6K | $23.43M | 5.0% | −32.3K | Reduced |
| 3 | Vanguard Scottsdale Fds | 347.9K | $16.38M | 3.5% | +11.2K | Added |
| 4 | Nvidia Corporation |
| 87.5K |
| $16.37M |
| 3.5% |
| −11.0K |
| Reduced |
| 5 | Ishares Tr | 188.5K | $15.95M | 3.4% | −7.5K | Reduced |
| 6 | Select Sector Spdr Tr | 107.9K | $15.53M | 3.3% | +48.2K | Added |
| 7 | Vanguard Bd Index Fds | 186.9K | $14.55M | 3.1% | −6.8K | Reduced |
| 8 | Ishares Tr | 131.4K | $14.07M | 3.0% | −16.5K | Reduced |
| 9 | Capital Grp Fixed Incm ETF T | 479.1K | $13.12M | 2.8% | −26.6K | Reduced |
| 10 | Ishares Tr | 267.9K | $13.06M | 2.8% | −26.5K | Reduced |
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