Naples, FLCIK 16656054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 2.45M | $223.69M | 11.6% | +1.24M | Added |
| 2 | Spdr Index Shs Fds | 3.25M | $152.30M | 7.9% | +18.0K | Added |
| 3 | J P Morgan Exchange Traded F | 2.22M | $146.27M | 7.6% | +330.4K | Added |
| 4 | Harbor ETF Trust |
| 4.64M |
| $115.22M |
| 6.0% |
| +2.61M |
| Added |
| 5 | Ishares Tr | 1.12M | $114.24M | 5.9% | −64.0K | Reduced |
| 6 | Ishares Tr | 147.8K | $101.22M | 5.3% | −2.4K | Reduced |
| 7 | Vanguard Star Fds | 1.26M | $94.83M | 4.9% | −386.7K | Reduced |
| 8 | World Gold Tr | 1.02M | $87.33M | 4.5% | −1.68M | Reduced |
| 9 | Ishares Tr | 815.3K | $78.39M | 4.1% | +73.4K | Added |
| 10 | Vanguard Intl Equity Index F | 370.1K | $52.20M | 2.7% | −337.4K | Reduced |
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