Phoenix, AZCIK 18068204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.75M | $188.20M | 17.1% | +49.0K | Added |
| 2 | Dimensional ETF Trust | 3.04M | $132.22M | 12.0% | +114.7K | Added |
| 3 | Dimensional ETF Trust | 3.52M | $121.40M | 11.0% | −20.8K | Reduced |
| 4 | Ishares Tr |
| 970.7K |
| $97.44M |
| 8.8% |
| −267.7K |
| Reduced |
| 5 | Invesco Exch Traded Fd Tr II | 837.9K | $88.53M | 8.0% | −35.7K | Reduced |
| 6 | Dimensional ETF Trust | 1.81M | $59.75M | 5.4% | +27.7K | Added |
| 7 | American Centy ETF Tr | 429.0K | $47.96M | 4.4% | +342 | Added |
| 8 | Dimensional ETF Trust | 865.3K | $37.07M | 3.4% | +40.8K | Added |
| 9 | Dimensional ETF Trust | 700.6K | $33.75M | 3.1% | +47.1K | Added |
| 10 | Dimensional ETF Trust | 716.8K | $29.73M | 2.7% | +41.3K | Added |
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