Jefferson, LACIK 18134541 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 126.9K | $13.54M | 12.1% | +126.9K | New Position |
| 2 | Vanguard Index Fds | 13.9K | $8.69M | 7.7% | +13.9K | New Position |
| 3 | Spdr S&P 500 ETF Tr | 10.2K | $6.99M | 6.2% | +10.2K | New Position |
| 4 |
| 51.0K |
| $5.13M |
| 4.6% |
| +51.0K |
| New Position |
| 5 | Vanguard Index Fds | 26.6K | $5.07M | 4.5% | +26.6K | New Position |
| 6 | Ishares Tr | 50.7K | $5.07M | 4.5% | +50.7K | New Position |
| 7 | Vanguard World Fd | 11.2K | $4.62M | 4.1% | +11.2K | New Position |
| 8 | Ishares Tr | 26.1K | $3.68M | 3.3% | +26.1K | New Position |
| 9 | Ishares Tr | 24.2K | $3.32M | 3.0% | +24.2K | New Position |
| 10 | First Tr Exchange-Traded Fd | 54.1K | $3.24M | 2.9% | +54.1K | New Position |
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