Boca Raton, FLCIK 17577064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
126 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 46.4K | $31.64M | 9.1% | −2.1K | Reduced |
| 2 | Vanguard Index Fds | 85.4K | $28.62M | 8.2% | −2.5K | Reduced |
| 3 | Schwab Strategic Tr | 1.11M | $26.75M | 7.7% | −5.9K | Reduced |
| 4 | Doubleline ETF Trust |
| 492.4K |
| $22.83M |
| 6.6% |
| +77.6K |
| Added |
| 5 | Ishares Tr | 122.3K | $18.18M | 5.2% | −2.3K | Reduced |
| 6 | Nvidia Corporation | 71.4K | $13.32M | 3.8% | +12.8K | Added |
| 7 | Pacer Fds Tr | 211.4K | $12.72M | 3.7% | −21.4K | Reduced |
| 8 | Ishares Tr | 42.1K | $11.67M | 3.3% | −917 | Reduced |
| 9 | Ishares Tr | 13.1K | $8.99M | 2.6% | +2.4K | Added |
| 10 | Ishares Tr | 74.5K | $8.95M | 2.6% | −256 | Reduced |
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