Boulder, COCIK 17593544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 49.0K | $30.71M | 15.6% | +1.8K | Added |
| 2 | Vanguard Specialized Funds | 135.6K | $29.80M | 15.1% | +5.4K | Added |
| 3 | Schwab Strategic Tr | 1.26M | $29.36M | 14.9% | +32.8K | Added |
| 4 | Invesco Qqq Tr |
| 42.9K |
| $26.35M |
| 13.4% |
| +625 |
| Added |
| 5 | Ishares Tr | 137.2K | $12.92M | 6.5% | +4.0K | Added |
| 6 | Ishares Tr | 261.4K | $11.21M | 5.7% | −66.9K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 135.5K | $8.47M | 4.3% | +314 | Added |
| 8 | Profesionally Managed Portfo | 105.1K | $6.88M | 3.5% | +105.1K | New |
| 9 | Vanguard Instl Index Fd | 70.6K | $5.32M | 2.7% | +70.6K | New |
| 10 | Apple Inc | 13.9K | $3.78M | 1.9% | −4.3K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio