Scottsdale, AZCIK 17308894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 1.34M | $35.71M | 12.0% | −14.3K | Reduced |
| 2 | J P Morgan Exchange Traded F | 448.0K | $20.74M | 7.0% | +448.0K | New |
| 3 | Spdr Gold Tr | 49.4K | $19.58M | 6.6% | −30.2K | Reduced |
| 4 | Ishares Tr |
| 161.9K |
| $16.25M |
| 5.5% |
| +21.0K |
| Added |
| 5 | Spdr S&P 500 ETF Tr | 20.4K | $13.89M | 4.7% | +12.8K | Added |
| 6 | Invesco Exchange Traded Fd T | 72.3K | $13.85M | 4.7% | +71.0K | Added |
| 7 | Blackrock ETF Trust | 227.5K | $13.83M | 4.7% | +85.0K | Added |
| 8 | Janus Detroit Str Tr | 243.2K | $11.95M | 4.0% | +243.2K | New |
| 9 | Apple Inc | 33.6K | $9.14M | 3.1% | +887 | Added |
| 10 | Invesco Exchange Traded Fd T | 105.0K | $7.88M | 2.6% | −8.9K | Reduced |
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