Phoenix, AZCIK 17350574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,638 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 599.4K | $49.34M | 6.2% | −6.7K | Reduced |
| 2 | Flexshares Tr | 764.9K | $35.07M | 4.4% | +203.2K | Added |
| 3 | Dimensional ETF Trust | 845.9K | $33.49M | 4.2% | +99.3K | Added |
| 4 | American Centy ETF Tr |
| 390.3K |
| $30.06M |
| 3.8% |
| −1.1K |
| Reduced |
| 5 | Vaneck ETF Trust | 280.1K | $24.03M | 3.0% | +36.2K | Added |
| 6 | Microsoft Corp | 48.9K | $23.63M | 3.0% | +796 | Added |
| 7 | Ishares Tr | 460.3K | $19.30M | 2.4% | +92.0K | Added |
| 8 | Dimensional ETF Trust | 529.7K | $18.25M | 2.3% | +55.2K | Added |
| 9 | Apple Inc | 57.0K | $15.49M | 1.9% | +5.3K | Added |
| 10 | Nvidia Corporation | 75.9K | $14.16M | 1.8% | +4.5K | Added |
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