Shelton, CTCIK 16973034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 413.8K | $41.33M | 12.0% | +72.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 423.6K | $26.46M | 7.7% | +6.9K | Added |
| 3 | Ishares Tr | 33.2K | $22.76M | 6.6% | +285 | Added |
| 4 | Ishares Tr |
| 303.5K |
| $21.07M |
| 6.1% |
| −1.9K |
| Reduced |
| 5 | Ishares Tr | 87.5K | $18.40M | 5.3% | −15.1K | Reduced |
| 6 | Vanguard Index Fds | 32.2K | $15.73M | 4.6% | +65 | Added |
| 7 | Ishares Inc | 154.4K | $10.38M | 3.0% | +2.5K | Added |
| 8 | Vanguard Index Fds | 35.4K | $10.28M | 3.0% | −987 | Reduced |
| 9 | Vanguard Index Fds | 39.4K | $10.16M | 2.9% | −1.0K | Reduced |
| 10 | Ishares Tr | 110.8K | $9.91M | 2.9% | +2.3K | Added |
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