Tampa, FLCIK 16775604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
148 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 5.49M | $548.33M | 17.9% | +3.2K | Added |
| 2 | Spdr S&P 500 ETF Tr | 702.6K | $479.09M | 15.6% | −36.9K | Reduced |
| 3 | Vanguard Index Fds | 1.49M | $283.94M | 9.3% | −12.2K | Reduced |
| 4 | Ishares Tr |
| 3.05M |
| $272.49M |
| 8.9% |
| −14.9K |
| Reduced |
| 5 | Ishares Tr | 1.50M | $165.61M | 5.4% | +5.2K | Added |
| 6 | Ishares Tr | 3.06M | $161.86M | 5.3% | +38.6K | Added |
| 7 | Ishares Tr | 2.16M | $142.86M | 4.7% | +1.7K | Added |
| 8 | Ishares Inc | 2.12M | $142.67M | 4.7% | −36.9K | Reduced |
| 9 | Vanguard Mun Bd Fds | 2.36M | $118.87M | 3.9% | +15.1K | Added |
| 10 | Ishares Tr | 1.23M | $118.59M | 3.9% | −11.6K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio