Bozeman, MTCIK 18734384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
248 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 114.7K | $38.46M | 6.7% | +45.8K | Added |
| 2 | Dimensional ETF Trust | 917.7K | $36.33M | 6.3% | +461.0K | Added |
| 3 | Vanguard Index Fds | 40.4K | $25.36M | 4.4% | +30.3K | Added |
| 4 | Dimensional ETF Trust |
| 478.7K |
| $16.49M |
| 2.9% |
| +298.1K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 251.9K | $15.73M | 2.7% | +118.7K | Added |
| 6 | Vanguard Scottsdale Fds | 186.7K | $15.64M | 2.7% | +67.3K | Added |
| 7 | Dimensional ETF Trust | 268.2K | $11.42M | 2.0% | +41.0K | Added |
| 8 | Vanguard Star Fds | 139.0K | $10.48M | 1.8% | +83.0K | Added |
| 9 | Spdr S&P 500 ETF Tr | 14.6K | $9.96M | 1.7% | +2.5K | Added |
| 10 | Vanguard Charlotte Fds | 203.2K | $9.82M | 1.7% | +138.8K | Added |
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