Groton, CTCIK 18419794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 358.5K | $26.56M | 11.3% | +33.8K | Added |
| 2 | Invesco Exchange Traded Fd T | 111.5K | $21.36M | 9.1% | −17.2K | Reduced |
| 3 | Vanguard Index Fds | 103.4K | $19.75M | 8.4% | −1.3K | Reduced |
| 4 | Schwab Strategic Tr |
| 562.1K |
| $13.51M |
| 5.8% |
| +20.5K |
| Added |
| 5 | Schwab Strategic Tr | 378.1K | $10.77M | 4.6% | −8.6K | Reduced |
| 6 | Vanguard Index Fds | 22.0K | $10.71M | 4.6% | +1.3K | Added |
| 7 | Schwab Strategic Tr | 340.9K | $10.25M | 4.4% | −2.1K | Reduced |
| 8 | Invesco Qqq Tr | 10.2K | $6.28M | 2.7% | −614 | Reduced |
| 9 | Schwab Strategic Tr | 250.2K | $6.23M | 2.7% | +110.8K | Added |
| 10 | Spdr S&P 500 ETF Tr | 8.5K | $5.82M | 2.5% | −29 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio