Grand Junction, COCIK 18121034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
803 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 794.0K | $65.51M | 13.6% | +19.1K | Added |
| 2 | Vanguard Index Fds | 143.9K | $48.25M | 10.0% | −2.0K | Reduced |
| 3 | Vanguard Scottsdale Fds | 447.1K | $37.45M | 7.8% | +58.0K | Added |
| 4 | J P Morgan Exchange Traded F |
| 695.1K |
| $35.17M |
| 7.3% |
| +36.5K |
| Added |
| 5 | Vanguard Bd Index Fds | 372.4K | $29.00M | 6.0% | −1.7K | Reduced |
| 6 | Schwab Strategic Tr | 915.1K | $22.00M | 4.6% | +33.3K | Added |
| 7 | J P Morgan Exchange Traded F | 265.8K | $13.54M | 2.8% | +12.0K | Added |
| 8 | Spdr Index Shs Fds | 240.8K | $10.69M | 2.2% | +319 | Added |
| 9 | Vanguard Tax-Managed Fds | 157.1K | $9.81M | 2.0% | −554 | Reduced |
| 10 | Schwab Strategic Tr | 362.8K | $8.84M | 1.8% | +55.3K | Added |
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