Scottsdale, AZCIK 17174794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
295 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 171.9K | $107.8K | 12.1% | −2.0K | Reduced |
| 2 | Invesco Exch Traded Fd Tr II | 623.1K | $74.3K | 8.4% | +582 | Added |
| 3 | Two Rds Shared Tr | 1.20M | $54.1K | 6.1% | −45.8K | Reduced |
| 4 | Ishares Tr |
| 470.4K |
| $45.2K |
| 5.1% |
| −50.5K |
| Reduced |
| 5 | Spdr Series Trust | 335.6K | $35.8K | 4.0% | +1.7K | Added |
| 6 | Invesco Qqq Tr | 53.4K | $32.8K | 3.7% | +2.7K | Added |
| 7 | Two Rds Shared Tr | 831.7K | $32.3K | 3.6% | −3.4K | Reduced |
| 8 | Schwab Strategic Tr | 360.2K | $16.4K | 1.8% | −43.4K | Reduced |
| 9 | Vanguard Intl Equity Index F | 113.7K | $16.3K | 1.8% | −13.7K | Reduced |
| 10 | Apple Inc | 53.3K | $14.5K | 1.6% | +11.3K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio