Phoenix, AZCIK 16944354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
767 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 117.7K | $57.44M | 2.8% | −20.5K | Reduced |
| 2 | Vanguard Index Fds | 143.2K | $48.02M | 2.3% | −4.7K | Reduced |
| 3 | Invesco Qqq Tr | 69.2K | $42.51M | 2.1% | −19.5K | Reduced |
| 4 | Apple Inc |
| 155.1K |
| $42.16M |
| 2.0% |
| −68.2K |
| Reduced |
| 5 | Spdr Series Trust | 452.7K | $36.32M | 1.8% | +94.9K | Added |
| 6 | Microsoft Corp | 71.2K | $34.45M | 1.7% | −40.6K | Reduced |
| 7 | Nvidia Corporation | 169.8K | $31.68M | 1.5% | −73.3K | Reduced |
| 8 | Vanguard Index Fds | 45.3K | $28.38M | 1.4% | −420 | Reduced |
| 9 | Vanguard Specialized Funds | 111.3K | $24.46M | 1.2% | −45.8K | Reduced |
| 10 | Fidelity Covington Trust | 100.6K | $22.61M | 1.1% | −31 | Reduced |
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