Bethesda, MDCIK 17793554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 178.8K | $59.94M | 24.0% | +17.1K | Added |
| 2 | Ea Series Trust | 409.4K | $47.12M | 18.9% | +170.0K | Added |
| 3 | Ishares Tr | 97.7K | $37.78M | 15.1% | +161 | Added |
| 4 | Vanguard Scottsdale Fds |
| 45.9K |
| $13.78M |
| 5.5% |
| −360 |
| Reduced |
| 5 | Vanguard World Fd | 45.7K | $5.52M | 2.2% | +45.7K | New |
| 6 | Ishares Tr | 33.0K | $4.91M | 2.0% | +2 | Added |
| 7 | Ishares Tr | 32.7K | $4.63M | 1.9% | −1.1K | Reduced |
| 8 | Vanguard Index Fds | 6.6K | $4.15M | 1.7% | −90 | Reduced |
| 9 | Ishares Bitcoin Trust ETF | 71.1K | $3.53M | 1.4% | +35.7K | Added |
| 10 | Microsoft Corp | 5.9K | $2.84M | 1.1% | +269 | Added |
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