Scottsdale, AZCIK 17804234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 114.6K | $71.87M | 16.4% | −4.0K | Reduced |
| 2 | Ishares Tr | 104.8K | $71.78M | 16.4% | −3.7K | Reduced |
| 3 | Schwab Strategic Tr | 2.66M | $71.51M | 16.3% | −92.2K | Reduced |
| 4 | Spdr Series Trust |
| 889.5K |
| $71.36M |
| 16.3% |
| −33.4K |
| Reduced |
| 5 | Ishares Tr | 469.8K | $38.75M | 8.9% | −16.6K | Reduced |
| 6 | Ishares Tr | 444.4K | $37.61M | 8.6% | −15.4K | Reduced |
| 7 | Vanguard Intl Equity Index F | 510.2K | $37.53M | 8.6% | −20.5K | Reduced |
| 8 | Vanguard Star Fds | 494.5K | $37.31M | 8.5% | −17.7K | Reduced |