Bethesda, MDCIK 17307876 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 148.8K | $102.13M | 26.1% | +1.3K | Added |
| 2 | American Centy ETF Tr | 529.9K | $50.24M | 12.8% | −2.1K | Reduced |
| 3 | Spdr S&P Midcap 400 ETF Tr | 76.2K | $46.61M | 11.9% | +2.0K | Added |
| 4 | Janus Detroit Str Tr |
| 918.1K |
| $41.85M |
| 10.7% |
| +43.6K |
| Added |
| 5 | American Centy ETF Tr | 242.2K | $27.26M | 7.0% | +4.4K | Added |
| 6 | Dimensional ETF Trust | 361.0K | $25.41M | 6.5% | +7.2K | Added |
| 7 | Janus Detroit Str Tr | 417.3K | $21.12M | 5.4% | +23.9K | Added |
| 8 | Vanguard Mun Bd Fds | 292.2K | $14.72M | 3.8% | +7.0K | Added |
| 9 | Dimensional ETF Trust | 314.4K | $13.38M | 3.4% | +3.0K | Added |
| 10 | Rbb Fd Inc | 227.4K | $11.35M | 2.9% | +19.5K | Added |
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