Baltimore, MDCIK 17482714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
299 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 13.44M | $897.03M | 15.9% | +1.36M | Added |
| 2 | Vanguard Index Fds | 2.16M | $742.58M | 13.1% | +188.6K | Added |
| 3 | Ishares Tr | 2.89M | $589.95M | 10.4% | +259.4K | Added |
| 4 | Vanguard Bd Index Fds |
| 6.64M |
| $492.78M |
| 8.7% |
| +906.3K |
| Added |
| 5 | Vanguard Index Fds | 1.54M | $304.39M | 5.4% | +49.8K | Added |
| 6 | Vanguard Intl Equity Index F | 3.60M | $208.26M | 3.7% | +386.2K | Added |
| 7 | Ishares Tr | 1.57M | $169.33M | 3.0% | +290.5K | Added |
| 8 | Ishares Inc | 2.01M | $164.57M | 2.9% | +2.01M | New |
| 9 | Vanguard Scottsdale Fds | 1.84M | $154.29M | 2.7% | +253.2K | Added |
| 10 | Spdr Series Trust | 2.52M | $153.25M | 2.7% | −394.9K | Reduced |
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