Scottsdale, AZCIK 18409454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
249 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 451.2K | $40.36M | 3.2% | −582 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 584.4K | $36.51M | 2.9% | +6.4K | Added |
| 3 | Microsoft Corp | 70.4K | $34.06M | 2.7% | +1.8K | Added |
| 4 | Jpmorgan Chase & Co. |
| 102.7K |
| $33.10M |
| 2.6% |
| −1.2K |
| Reduced |
| 5 | Hca Healthcare Inc | 67.4K | $31.45M | 2.5% | −16.9K | Reduced |
| 6 | Amazon Com Inc | 117.5K | $27.13M | 2.1% | +4.3K | Added |
| 7 | Schwab Strategic Tr | 1.06M | $26.70M | 2.1% | +3.9K | Added |
| 8 | Ge Aerospace | 85.2K | $26.25M | 2.1% | −3.7K | Reduced |
| 9 | Vanguard Intl Equity Index F | 180.6K | $25.88M | 2.0% | +1.4K | Added |
| 10 | Ishares Tr | 253.3K | $25.30M | 2.0% | +4.4K | Added |
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