Highlands Ranch, COCIK 17532184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
111 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 239.2K | $80.21M | 20.1% | −252 | Reduced |
| 2 | Schwab Strategic Tr | 1.16M | $27.95M | 7.0% | +11.6K | Added |
| 3 | Spdr S&P 500 ETF Tr | 18.2K | $12.44M | 3.1% | −164 | Reduced |
| 4 | Pimco ETF Tr |
| 116.3K |
| $10.83M |
| 2.7% |
| +7.5K |
| Added |
| 5 | Schwab Strategic Tr | 231.9K | $10.48M | 2.6% | +25.5K | Added |
| 6 | Vanguard Index Fds | 16.4K | $10.28M | 2.6% | +1.8K | Added |
| 7 | Ishares Gold Tr | 236.7K | $10.17M | 2.5% | −11.6K | Reduced |
| 8 | Schwab Strategic Tr | 423.5K | $9.90M | 2.5% | +22.8K | Added |
| 9 | Schwab Strategic Tr | 299.9K | $9.82M | 2.5% | +2.8K | Added |
| 10 | Vanguard Malvern Fds | 125.2K | $9.78M | 2.4% | +3.1K | Added |
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