Boca Raton, FLCIK 18513954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 86.9K | $59.50M | 8.6% | +729 | Added |
| 2 | Ishares Tr | 115.8K | $54.79M | 7.9% | −456 | Reduced |
| 3 | Vanguard Index Fds | 265.9K | $50.78M | 7.3% | −4.6K | Reduced |
| 4 | Vanguard Index Fds |
| 147.6K |
| $49.49M |
| 7.1% |
| +1.4K |
| Added |
| 5 | Vanguard Specialized Funds | 178.0K | $39.11M | 5.6% | +3.1K | Added |
| 6 | Ishares Tr | 388.9K | $38.84M | 5.6% | +15.3K | Added |
| 7 | Vanguard Bd Index Fds | 365.2K | $27.05M | 3.9% | +20.6K | Added |
| 8 | Ishares Tr | 372.4K | $24.58M | 3.5% | −6.2K | Reduced |
| 9 | Vanguard Index Fds | 48.4K | $23.59M | 3.4% | +4.5K | Added |
| 10 | Vanguard Star Fds | 299.5K | $22.59M | 3.3% | +6.4K | Added |
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