Pompano Beach, FLCIK 18768114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
127 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.31M | $91.39M | 13.9% | +86.2K | Added |
| 2 | Ishares Tr | 111.2K | $76.13M | 11.6% | +2.6K | Added |
| 3 | Ishares Tr | 524.2K | $55.93M | 8.5% | +31.0K | Added |
| 4 | Ishares Tr |
| 1.69M |
| $42.17M |
| 6.4% |
| +78.1K |
| Added |
| 5 | Vanguard Mun Bd Fds | 837.0K | $42.09M | 6.4% | +19.4K | Added |
| 6 | Dimensional ETF Trust | 870.6K | $40.56M | 6.2% | −49.4K | Reduced |
| 7 | Dimensional ETF Trust | 503.9K | $37.37M | 5.7% | −995 | Reduced |
| 8 | Dimensional ETF Trust | 443.1K | $30.87M | 4.7% | −3.1K | Reduced |
| 9 | Dimensional ETF Trust | 563.9K | $26.39M | 4.0% | +24.7K | Added |
| 10 | Dimensional ETF Trust | 559.0K | $18.49M | 2.8% | +31.7K | Added |
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