South Miami, FLCIK 17999644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
166 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 138.7K | $30.48M | 6.5% | −1.9K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 44.4K | $30.28M | 6.4% | −1.9K | Reduced |
| 3 | Vanguard Index Fds | 137.8K | $28.82M | 6.1% | +2.1K | Added |
| 4 | Vanguard Index Fds |
| 77.6K |
| $26.01M |
| 5.5% |
| −81 |
| Reduced |
| 5 | Vanguard Index Fds | 112.8K | $21.55M | 4.6% | −103 | Reduced |
| 6 | Schwab Strategic Tr | 768.7K | $20.92M | 4.4% | +3.0K | Added |
| 7 | Vanguard Intl Equity Index F | 277.4K | $20.41M | 4.3% | +23.5K | Added |
| 8 | Vanguard Scottsdale Fds | 253.9K | $20.25M | 4.3% | +17.6K | Added |
| 9 | Ishares Tr | 349.3K | $16.26M | 3.4% | −5.1K | Reduced |
| 10 | Vanguard Index Fds | 177.2K | $15.68M | 3.3% | +2.3K | Added |
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