Scottsdale, AZCIK 17681954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
446 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Select Sector Spdr Tr | 671.1K | $96.62M | 5.6% | +382.0K | Added |
| 2 | Ishares Inc | 636.6K | $42.79M | 2.5% | −80.2K | Reduced |
| 3 | Select Sector Spdr Tr | 728.8K | $39.92M | 2.3% | −134.4K | Reduced |
| 4 | Vanguard Index Fds |
| 56.5K |
| $35.41M |
| 2.1% |
| −7.1K |
| Reduced |
| 5 | Vanguard Index Fds | 64.3K | $31.35M | 1.8% | −11.0K | Reduced |
| 6 | Ishares Tr | 640.1K | $29.79M | 1.7% | +12.3K | Added |
| 7 | Alphabet Inc | 90.0K | $28.23M | 1.6% | −52.8K | Reduced |
| 8 | Select Sector Spdr Tr | 181.2K | $28.05M | 1.6% | −13.4K | Reduced |
| 9 | Ishares Tr | 264.7K | $26.57M | 1.5% | +41.3K | Added |
| 10 | Apple Inc | 95.1K | $25.85M | 1.5% | +4.7K | Added |
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