Denver, COCIK 17842774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
215 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 666.4K | $62.9K | 10.4% | +5.3K | Added |
| 2 | Schwab Strategic Tr | 2.02M | $48.6K | 8.0% | +64.3K | Added |
| 3 | Vanguard Tax-Managed Fds | 739.5K | $46.2K | 7.6% | +14.2K | Added |
| 4 | Vanguard Intl Equity Index F |
| 755.4K |
| $40.6K |
| 6.7% |
| +15.7K |
| Added |
| 5 | Schwab Strategic Tr | 1.48M | $39.2K | 6.5% | −112.1K | Reduced |
| 6 | Schwab Strategic Tr | 1.46M | $39.2K | 6.5% | +15.6K | Added |
| 7 | Ishares Tr | 44.8K | $30.7K | 5.1% | 0 | Held |
| 8 | Vanguard Index Fds | 44.6K | $28.0K | 4.6% | +312 | Added |
| 9 | Ishares Tr | 263.1K | $26.3K | 4.3% | +2.5K | Added |
| 10 | Vanguard Scottsdale Fds | 247.8K | $19.8K | 3.3% | +2.6K | Added |
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