Scottsdale, AZCIK 17805074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.19M | $31.30M | 9.0% | −28.0K | Reduced |
| 2 | Etfs Gold Tr | 452.4K | $18.59M | 5.3% | −16.3K | Reduced |
| 3 | Nvidia Corporation | 62.7K | $11.70M | 3.4% | −644 | Reduced |
| 4 | Janus Detroit Str Tr |
| 226.1K |
| $11.44M |
| 3.3% |
| −22.3K |
| Reduced |
| 5 | Alphabet Inc | 36.1K | $11.33M | 3.3% | −4.0K | Reduced |
| 6 | Wisdomtree Tr | 197.8K | $9.95M | 2.9% | −1.1K | Reduced |
| 7 | Apple Inc | 34.2K | $9.30M | 2.7% | −7.7K | Reduced |
| 8 | Microsoft Corp | 18.8K | $9.08M | 2.6% | −317 | Reduced |
| 9 | Amazon Com Inc | 38.9K | $8.98M | 2.6% | +152 | Added |
| 10 | Janus Detroit Str Tr | 181.6K | $8.66M | 2.5% | −50.6K | Reduced |
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