Towson, MDCIK 18836294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
101 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Gbl Growth Eqt | 1.48M | $51.40M | 20.5% | +81.7K | Added |
| 2 | Capital Group Growth ETF | 459.4K | $20.43M | 8.2% | +24.2K | Added |
| 3 | Ishares Tr | 86.0K | $14.44M | 5.8% | −447 | Reduced |
| 4 | Ishares Tr |
| 210.7K |
| $14.15M |
| 5.6% |
| +159.2K |
| Added |
| 5 | Apple Inc | 47.4K | $12.89M | 5.1% | −202 | Reduced |
| 6 | Spdr Series Trust | 226.2K | $12.85M | 5.1% | +216 | Added |
| 7 | Ishares Tr | 90.5K | $9.28M | 3.7% | −558 | Reduced |
| 8 | Spdr Series Trust | 82.1K | $8.76M | 3.5% | −350 | Reduced |
| 9 | Ishares Tr | 108.7K | $7.17M | 2.9% | +1.3K | Added |
| 10 | Ishares Inc | 106.6K | $7.17M | 2.9% | +36.1K | Added |
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