Logan, UTCIK 18030844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
180 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.12M | $56.92M | 12.1% | −49.0K | Reduced |
| 2 | Ishares Tr | 41.3K | $28.26M | 6.0% | −648 | Reduced |
| 3 | Ishares Inc | 163.5K | $15.89M | 3.4% | +4.0K | Added |
| 4 | Spinnaker ETF Series |
| 358.6K |
| $15.11M |
| 3.2% |
| +17.9K |
| Added |
| 5 | First Tr Exchange Traded Fd | 95.3K | $14.58M | 3.1% | +95.3K | New |
| 6 | Vaneck ETF Trust | 739.6K | $14.11M | 3.0% | +392.7K | Added |
| 7 | Ishares Tr | 132.0K | $13.00M | 2.8% | −3.4K | Reduced |
| 8 | Vanguard Index Fds | 16.2K | $10.15M | 2.2% | −96 | Reduced |
| 9 | Blackrock ETF Trust II | 193.4K | $10.00M | 2.1% | −51.7K | Reduced |
| 10 | Schwab Strategic Tr | 354.8K | $9.11M | 1.9% | +2.2K | Added |
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