Salt Lake City, UTCIK 17247294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 238.7K | $17.09M | 11.5% | −2.1K | Reduced |
| 2 | Invesco Qqq Tr | 25.6K | $15.74M | 10.6% | +1.2K | Added |
| 3 | Vanguard Charlotte Fds | 313.0K | $15.13M | 10.2% | −468 | Reduced |
| 4 | Coinbase Global Inc |
| 58.5K |
| $13.23M |
| 8.9% |
| +462 |
| Added |
| 5 | Vanguard Index Fds | 64.8K | $12.37M | 8.3% | −224 | Reduced |
| 6 | Bitwise Bitcoin ETF Tr | 199.8K | $9.50M | 6.4% | +12.0K | Added |
| 7 | Ssga Active ETF Tr | 219.9K | $9.08M | 6.1% | +802 | Added |
| 8 | Vanguard Bd Index Fds | 98.1K | $7.64M | 5.1% | −3.7K | Reduced |
| 9 | Spdr Gold Tr | 16.5K | $6.56M | 4.4% | +238 | Added |
| 10 | Enovix Corporation | 807.9K | $5.91M | 4.0% | +8.6K | Added |
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