Sandy, UTCIK 18023874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
831 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 50.3K | $13.67M | 3.2% | −84 | Reduced |
| 2 | Spdr Series Trust | 160.0K | $12.83M | 3.0% | −7.4K | Reduced |
| 3 | Vanguard Index Fds | 25.1K | $12.25M | 2.9% | −1.2K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 183.3K |
| $11.45M |
| 2.7% |
| −2.6K |
| Reduced |
| 5 | Simplify Exchange Traded Fun | 448.9K | $10.64M | 2.5% | +72.1K | Added |
| 6 | Microsoft Corp | 19.8K | $9.58M | 2.2% | +436 | Added |
| 7 | Simplify Exchange Traded Fun | 420.8K | $9.39M | 2.2% | +72.5K | Added |
| 8 | Simplify Exchange Traded Fun | 332.1K | $9.05M | 2.1% | +54.7K | Added |
| 9 | Vanguard Index Fds | 45.9K | $8.77M | 2.0% | −367 | Reduced |
| 10 | Simplify Exchange Traded Fun | 413.6K | $7.26M | 1.7% | +67.9K | Added |
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