Woodbury, MNCIK 18034154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
175 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.27M | $34.23M | 9.4% | −33.8K | Reduced |
| 2 | Schwab Strategic Tr | 1.14M | $33.62M | 9.3% | −14.1K | Reduced |
| 3 | Schwab Strategic Tr | 1.22M | $29.42M | 8.1% | +1.9K | Added |
| 4 | Schwab Strategic Tr |
| 874.9K |
| $28.54M |
| 7.9% |
| −20.0K |
| Reduced |
| 5 | Apple Inc | 83.4K | $22.68M | 6.3% | −5.3K | Reduced |
| 6 | Ishares Tr | 209.8K | $20.95M | 5.8% | +4.5K | Added |
| 7 | Schwab Strategic Tr | 650.2K | $15.85M | 4.4% | +26.4K | Added |
| 8 | Jpmorgan Chase & Co. | 40.8K | $13.16M | 3.6% | −3.8K | Reduced |
| 9 | Microsoft Corp | 25.5K | $12.33M | 3.4% | −834 | Reduced |
| 10 | Enterprise Prods Partners L | 309.0K | $9.91M | 2.7% | −6.5K | Reduced |
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