Ellicott City, MDCIK 18386604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Listed Fds Tr | 661.3K | $43.62M | 14.6% | +327.3K | Added |
| 2 | Vanguard World Fd | 212.2K | $41.09M | 13.8% | +212.2K | New |
| 3 | Select Sector Spdr Tr | 670.4K | $36.72M | 12.3% | +670.4K | New |
| 4 | Ishares Tr |
| 252.8K |
| $34.56M |
| 11.6% |
| +252.8K |
| New |
| 5 | Vanguard Scottsdale Fds | 411.2K | $32.78M | 11.0% | +411.2K | New |
| 6 | Spdr Series Trust | 236.7K | $28.86M | 9.7% | +236.7K | New |
| 7 | Ishares Tr | 679.8K | $20.70M | 6.9% | +679.8K | New |
| 8 | Vanguard Whitehall Fds | 247.7K | $16.70M | 5.6% | +247.7K | New |
| 9 | Vanguard Scottsdale Fds | 198.8K | $16.65M | 5.6% | +198.8K | New |
| 10 | Apple Inc | 51.0K | $13.86M | 4.6% | +51.0K | New |
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