Scottsdale, AZCIK 18058244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 25.8K | $12.21M | 7.9% | −484 | Reduced |
| 2 | Ishares Tr | 31.5K | $6.63M | 4.3% | −539 | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 9.6K | $6.54M | 4.2% | −58 | Reduced |
| 4 | Apple Inc |
| 21.2K |
| $5.72M |
| 3.7% |
| −1.0K |
| Reduced |
| 5 | Microsoft Corp | 9.1K | $4.42M | 2.8% | −80 | Reduced |
| 6 | Vanguard Index Fds | 11.3K | $3.77M | 2.4% | −400 | Reduced |
| 7 | Vanguard Specialized Funds | 17.1K | $3.76M | 2.4% | +20 | Added |
| 8 | Pimco ETF Tr | 36.6K | $3.67M | 2.4% | +199 | Added |
| 9 | Vanguard Index Fds | 6.2K | $3.04M | 2.0% | −125 | Reduced |
| 10 | Ishares Tr | 11.0K | $2.70M | 1.7% | −146 | Reduced |
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