Scottsdale, AZCIK 17137354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
170 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 191.5K | $19.22M | 6.7% | +38.5K | Added |
| 2 | Ishares Tr | 158.5K | $15.83M | 5.5% | +13.0K | Added |
| 3 | Spdr Series Trust | 503.1K | $15.46M | 5.4% | −2.3K | Reduced |
| 4 | Ishares Tr |
| 136.1K |
| $15.00M |
| 5.2% |
| +10.8K |
| Added |
| 5 | Vanguard Scottsdale Fds | 144.5K | $11.52M | 4.0% | +6.4K | Added |
| 6 | Vanguard Scottsdale Fds | 140.8K | $10.68M | 3.7% | −6.5K | Reduced |
| 7 | Vanguard Scottsdale Fds | 170.9K | $10.24M | 3.5% | +8.2K | Added |
| 8 | Select Sector Spdr Tr | 60.2K | $8.67M | 3.0% | +23.0K | Added |
| 9 | Spdr S&P 500 ETF Tr | 9.9K | $6.72M | 2.3% | −1.8K | Reduced |
| 10 | Ishares Tr | 130.6K | $6.37M | 2.2% | 0 | Held |
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