Waltham, MACIK 18443144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
156 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Profesionally Managed Portfo | 809.1K | $53.01M | 10.5% | +809.1K | New |
| 2 | Vanguard Tax-Managed Fds | 557.7K | $34.84M | 6.9% | +26.0K | Added |
| 3 | First Tr Exch Traded Fd III | 1.74M | $33.65M | 6.7% | +166.8K | Added |
| 4 | Vanguard Scottsdale Fds |
| 382.7K |
| $30.51M |
| 6.0% |
| +23.1K |
| Added |
| 5 | Ishares Tr | 339.3K | $30.35M | 6.0% | −7.0K | Reduced |
| 6 | Invesco Exchange Traded Fd T | 137.6K | $26.36M | 5.2% | +9.9K | Added |
| 7 | Vanguard Whitehall Fds | 171.2K | $24.58M | 4.9% | −1.8K | Reduced |
| 8 | Apple Inc | 74.4K | $20.23M | 4.0% | −3.5K | Reduced |
| 9 | Spdr Series Trust | 169.3K | $15.47M | 3.1% | +141.8K | Added |
| 10 | Schwab Strategic Tr | 531.0K | $14.56M | 2.9% | +27.9K | Added |
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