Denver, COCIK 17063274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
120 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 2.51M | $790.74M | 48.9% | +908.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 3.66M | $228.53M | 14.1% | +1.18M | Added |
| 3 | Pimco ETF Tr | 1.20M | $120.31M | 7.4% | −86.6K | Reduced |
| 4 | Vanguard Intl Equity Index F |
| 2.20M |
| $118.37M |
| 7.3% |
| +736.9K |
| Added |
| 5 | Vanguard Index Fds | 169.3K | $56.77M | 3.5% | −11.3K | Reduced |
| 6 | Vanguard Index Fds | 172.8K | $44.57M | 2.8% | +58.7K | Added |
| 7 | Schwab Strategic Tr | 741.7K | $33.77M | 2.1% | −49.4K | Reduced |
| 8 | Vanguard Index Fds | 211.4K | $18.70M | 1.2% | +78.2K | Added |
| 9 | Schwab Strategic Tr | 646.4K | $15.54M | 1.0% | +143.4K | Added |
| 10 | Spdr S&P 500 ETF Tr | 21.6K | $14.71M | 0.9% | +19.1K | Added |
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