Bethesda, MDCIK 18004654 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 | Schwab Strategic Tr | 1.50M | $48.98M | 4.0% | −87.0K | Reduced |
| 2 | Ishares Tr | 80.3K | $37.98M | 3.1% | −843 | Reduced |
| 3 | Ishares Tr | 507.7K | $35.24M | 2.9% | −540 | Reduced |
| 4 | Schwab Strategic Tr |
| 1.16M |
| $34.38M |
| 2.8% |
| −59.6K |
| Reduced |
| 5 | Apple Inc | 115.4K | $31.36M | 2.6% | −6.5K | Reduced |
| 6 | Ishares Tr | 83.6K | $31.22M | 2.5% | −912 | Reduced |
| 7 | Vanguard World Fd | 36.0K | $27.13M | 2.2% | −594 | Reduced |
| 8 | Microsoft Corp | 55.2K | $26.70M | 2.2% | −5.3K | Reduced |
| 9 | Ishares Tr | 35.1K | $24.01M | 2.0% | +1.1K | Added |
| 10 | Ishares Tr | 244.3K | $23.52M | 1.9% | −494 | Reduced |
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