Scottsdale, AZCIK 18118274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 161.5K | $18.05M | 4.9% | +15.9K | Added |
| 2 | Ishares Tr | 223.1K | $15.19M | 4.1% | +14.5K | Added |
| 3 | J P Morgan Exchange Traded F | 174.9K | $11.92M | 3.2% | +11.5K | Added |
| 4 | Spdr Index Shs Fds |
| 130.7K |
| $11.85M |
| 3.2% |
| +14.0K |
| Added |
| 5 | Vanguard World Fd | 83.2K | $11.75M | 3.2% | +1.2K | Added |
| 6 | Columbia ETF Tr I | 285.1K | $11.64M | 3.1% | +35.1K | Added |
| 7 | American Centy ETF Tr | 111.1K | $11.33M | 3.1% | +382 | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 196.8K | $11.25M | 3.0% | +218 | Added |
| 9 | J P Morgan Exchange Traded F | 150.5K | $10.79M | 2.9% | +14.2K | Added |
| 10 | Global X Fds | 228.3K | $10.58M | 2.9% | +35.7K | Added |
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