Westminster, COCIK 17145064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
93 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 683.5K | $135.06M | 21.8% | +25.5K | Added |
| 2 | Schwab Strategic Tr | 2.64M | $127.44M | 20.6% | +39.9K | Added |
| 3 | Vanguard Index Fds | 251.8K | $121.74M | 19.6% | +9.4K | Added |
| 4 | Hartford Fds Exchange Traded |
| 1.20M |
| $41.06M |
| 6.6% |
| +53.6K |
| Added |
| 5 | Vanguard Index Fds | 136.4K | $37.48M | 6.0% | +5.2K | Added |
| 6 | The Alger ETF Trust | 1.06M | $37.08M | 6.0% | +214.7K | Added |
| 7 | Schwab Strategic Tr | 849.8K | $29.42M | 4.7% | +87.3K | Added |
| 8 | J P Morgan Exchange Traded F | 300.2K | $17.60M | 2.8% | +15.2K | Added |
| 9 | J P Morgan Exchange Traded F | 211.8K | $12.59M | 2.0% | +8.2K | Added |
| 10 | Tesla Inc | 14.3K | $6.42M | 1.0% | −774 | Reduced |
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