Sandy, UTCIK 17919984 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
441 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 55.3K | $15.04M | 3.0% | +42.1K | Added |
| 2 | Vanguard Scottsdale Fds | 179.2K | $15.01M | 3.0% | +65.4K | Added |
| 3 | Vanguard Scottsdale Fds | 250.0K | $14.98M | 3.0% | +144.7K | Added |
| 4 | Vanguard Charlotte Fds |
| 284.1K |
| $13.73M |
| 2.8% |
| +40.1K |
| Added |
| 5 | Ishares Tr | 114.0K | $12.53M | 2.5% | +9.0K | Added |
| 6 | Ishares Tr | 104.1K | $11.47M | 2.3% | +16.5K | Added |
| 7 | Ishares Tr | 116.7K | $11.22M | 2.3% | +12.1K | Added |
| 8 | Ishares Tr | 133.4K | $11.05M | 2.2% | +10.4K | Added |
| 9 | Ishares Tr | 51.8K | $10.99M | 2.2% | +46.2K | Added |
| 10 | Ishares Tr | 88.0K | $10.85M | 2.2% | +78.1K | Added |
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