Bethesda, MDCIK 18448924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
123 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 86.2K | $42.05M | 11.6% | +3.4K | Added |
| 2 | Apple Inc | 140.4K | $38.16M | 10.6% | +85 | Added |
| 3 | Microsoft Corp | 39.9K | $19.30M | 5.3% | −78 | Reduced |
| 4 | Spdr S&P 500 ETF Tr |
| 25.5K |
| $17.42M |
| 4.8% |
| +1.4K |
| Added |
| 5 | Amazon Com Inc | 69.8K | $16.12M | 4.5% | −102 | Reduced |
| 6 | Snowflake Inc | 65.1K | $14.28M | 4.0% | +30 | Added |
| 7 | Vanguard Index Fds | 70.0K | $13.38M | 3.7% | +5.3K | Added |
| 8 | J P Morgan Exchange Traded F | 197.7K | $11.31M | 3.1% | −724 | Reduced |
| 9 | Ishares Tr | 164.9K | $10.89M | 3.0% | +9.2K | Added |
| 10 | Vanguard Specialized Funds | 46.9K | $10.30M | 2.9% | −303 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio