Towson, MDCIK 17592364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
176 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 776.9K | $109.67M | 11.6% | +16.9K | Added |
| 2 | Vanguard World Fd | 220.3K | $90.93M | 9.6% | −1.0K | Reduced |
| 3 | Vanguard Index Fds | 92.0K | $44.87M | 4.7% | −1.8K | Reduced |
| 4 | Ishares Tr |
| 426.8K |
| $42.63M |
| 4.5% |
| +32.2K |
| Added |
| 5 | Spdr Series Trust | 1.42M | $40.91M | 4.3% | +87.0K | Added |
| 6 | Schwab Strategic Tr | 1.37M | $40.45M | 4.3% | +90.4K | Added |
| 7 | Schwab Strategic Tr | 1.17M | $38.21M | 4.0% | +51.9K | Added |
| 8 | Vanguard World Fd | 113.1K | $28.41M | 3.0% | −139 | Reduced |
| 9 | Schwab Strategic Tr | 1.09M | $26.12M | 2.8% | +112.8K | Added |
| 10 | Vanguard Index Fds | 134.8K | $25.74M | 2.7% | +5.1K | Added |
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