Scottsdale, AZCIK 18458384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
42 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 65.9K | $46.04M | 30.9% | +1.6K | Added |
| 2 | Ishares Tr | 120.3K | $11.96M | 8.0% | +3.6K | Added |
| 3 | Ishares Tr | 112.1K | $11.22M | 7.5% | +1.4K | Added |
| 4 | Spdr Gold Tr |
| 26.2K |
| $11.05M |
| 7.4% |
| −1.4K |
| Reduced |
| 5 | Ishares Tr | 25.5K | $9.71M | 6.5% | +3.4K | Added |
| 6 | Ishares Tr | 120.1K | $6.96M | 4.7% | +3.6K | Added |
| 7 | Ishares Tr | 133.9K | $6.53M | 4.4% | +11.9K | Added |
| 8 | Ishares Tr | 57.2K | $6.02M | 4.0% | −270 | Reduced |
| 9 | Ishares Tr | 76.8K | $5.60M | 3.8% | +373 | Added |
| 10 | Ishares Tr | 21.1K | $5.52M | 3.7% | −1.0K | Reduced |
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