Hunt Valley, MDCIK 17679894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,317 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 673.5K | $31.52M | 8.2% | +14.1K | Added |
| 2 | Vanguard Index Fds | 46.7K | $22.79M | 6.0% | −786 | Reduced |
| 3 | Vanguard Tax-Managed Fds | 359.1K | $22.43M | 5.9% | −8.6K | Reduced |
| 4 | Ishares Tr |
| 447.3K |
| $20.82M |
| 5.4% |
| −891 |
| Reduced |
| 5 | Ishares Tr | 83.2K | $17.64M | 4.6% | +25.0K | Added |
| 6 | Blackrock ETF Trust | 271.3K | $16.50M | 4.3% | +6.4K | Added |
| 7 | Vanguard Index Fds | 85.7K | $16.38M | 4.3% | −84 | Reduced |
| 8 | Ishares Tr | 22.2K | $15.22M | 4.0% | +433 | Added |
| 9 | Ishares Tr | 112.6K | $13.88M | 3.6% | +5.1K | Added |
| 10 | Vanguard Charlotte Fds | 282.6K | $13.66M | 3.6% | −2.9K | Reduced |
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