Scottsdale, AZCIK 17600764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.14M | $101.76M | 9.9% | −4.0K | Reduced |
| 2 | Vanguard Scottsdale Fds | 902.6K | $83.31M | 8.1% | −7.4K | Reduced |
| 3 | Vanguard Scottsdale Fds | 633.8K | $77.17M | 7.5% | −4.6K | Reduced |
| 4 | Ishares Tr |
| 1.23M |
| $57.08M |
| 5.6% |
| +235.2K |
| Added |
| 5 | American Centy ETF Tr | 679.0K | $51.45M | 5.0% | −13.3K | Reduced |
| 6 | Vanguard Index Fds | 97.1K | $47.37M | 4.6% | −178 | Reduced |
| 7 | Spdr Index Shs Fds | 1.04M | $45.98M | 4.5% | −15.9K | Reduced |
| 8 | Vanguard Mun Bd Fds | 692.1K | $34.81M | 3.4% | +93.4K | Added |
| 9 | Spdr Index Shs Fds | 696.1K | $32.58M | 3.2% | +2.4K | Added |
| 10 | Ishares Tr | 294.9K | $31.59M | 3.1% | +7.2K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio