Baltimore, MDCIK 18459504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
85 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 46.1K | $28.94M | 14.0% | +1.1K | Added |
| 2 | Ishares Tr | 31.5K | $21.60M | 10.5% | +1.5K | Added |
| 3 | T Rowe Price ETF Inc | 556.0K | $21.25M | 10.3% | +25.9K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 269.7K |
| $16.85M |
| 8.2% |
| +7.2K |
| Added |
| 5 | Vanguard Charlotte Fds | 289.2K | $13.98M | 6.8% | +834 | Added |
| 6 | Blackrock ETF Trust | 161.3K | $9.81M | 4.7% | +161.3K | New |
| 7 | Vanguard Star Fds | 118.2K | $8.92M | 4.3% | −23 | Reduced |
| 8 | Ishares Tr | 64.8K | $5.80M | 2.8% | +2.9K | Added |
| 9 | Ishares Tr | 55.0K | $5.52M | 2.7% | −360 | Reduced |
| 10 | Spdr Index Shs Fds | 98.1K | $4.59M | 2.2% | −46 | Reduced |
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