Phoenix, AZCIK 18032294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
171 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 43.1K | $29.39M | 8.6% | +11.7K | Added |
| 2 | Invesco Qqq Tr | 32.3K | $19.86M | 5.8% | −78 | Reduced |
| 3 | Spdr Series Trust | 196.7K | $16.23M | 4.8% | +1.5K | Added |
| 4 | Spdr Dow Jones Indl Average |
| 32.1K |
| $15.45M |
| 4.5% |
| +18.8K |
| Added |
| 5 | Ishares Tr | 177.5K | $9.03M | 2.7% | +1.4K | Added |
| 6 | Spdr Series Trust | 147.7K | $8.39M | 2.5% | +1.0K | Added |
| 7 | Spdr Series Trust | 70.8K | $7.56M | 2.2% | +1.1K | Added |
| 8 | Spdr Series Trust | 228.3K | $7.02M | 2.1% | +2.1K | Added |
| 9 | Rbb Fd Inc | 92.2K | $6.61M | 1.9% | +1.4K | Added |
| 10 | Graniteshares Gold Tr | 153.8K | $6.54M | 1.9% | +48.3K | Added |
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