Clearwater, FLCIK 17217804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
192 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 13.4K | $9.31M | 4.7% | +1.5K | Added |
| 2 | Spdr S&P 500 ETF Tr | 12.9K | $8.98M | 4.6% | +329 | Added |
| 3 | Vanguard Bd Index Fds | 99.3K | $7.82M | 4.0% | +21.4K | Added |
| 4 | Vanguard Index Fds |
| 18.4K |
| $6.29M |
| 3.2% |
| −69 |
| Reduced |
| 5 | Walmart Inc | 54.2K | $6.21M | 3.2% | +2.0K | Added |
| 6 | Schwab Strategic Tr | 222.9K | $5.97M | 3.0% | +10.9K | Added |
| 7 | Microsoft Corp | 12.3K | $5.88M | 3.0% | +132 | Added |
| 8 | Nvidia Corporation | 29.0K | $5.37M | 2.7% | −1.7K | Reduced |
| 9 | Schwab Strategic Tr | 216.6K | $5.28M | 2.7% | +13.9K | Added |
| 10 | Apple Inc | 20.3K | $5.25M | 2.7% | +926 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio