Phoenix, AZCIK 18425574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 368.3K | $42.73M | 19.2% | −34.0K | Reduced |
| 2 | Spdr S&P Midcap 400 ETF Tr | 41.3K | $25.47M | 11.4% | +10.5K | Added |
| 3 | Ishares Tr | 228.3K | $18.36M | 8.2% | +43.7K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 69.9K |
| $17.41M |
| 7.8% |
| +44.3K |
| Added |
| 5 | Ishares Tr | 225.4K | $16.37M | 7.3% | −10.5K | Reduced |
| 6 | Ishares Tr | 176.1K | $15.67M | 7.0% | +19.7K | Added |
| 7 | Vanguard Scottsdale Fds | 183.4K | $14.62M | 6.6% | +8.6K | Added |
| 8 | Invesco Exchange Traded Fd T | 64.5K | $13.62M | 6.1% | −6.0K | Reduced |
| 9 | Ishares Tr | 228.6K | $13.56M | 6.1% | −10.7K | Reduced |
| 10 | Vanguard World Fd | 13.2K | $8.56M | 3.8% | +1.7K | Added |
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