Washington, DCCIK 19005764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 8.57M | $339.32M | 43.6% | +66.4K | Added |
| 2 | Dimensional ETF Trust | 7.35M | $240.51M | 30.9% | +57.4K | Added |
| 3 | American Centy ETF Tr | 684.4K | $50.32M | 6.5% | +9.9K | Added |
| 4 | American Centy ETF Tr |
| 386.2K |
| $43.17M |
| 5.6% |
| −2.2K |
| Reduced |
| 5 | Dimensional ETF Trust | 525.9K | $21.85M | 2.8% | +4.7K | Added |
| 6 | Dimensional ETF Trust | 423.5K | $11.19M | 1.4% | +23.1K | Added |
| 7 | Carvana Co | 11.0K | $4.64M | 0.6% | −2.9K | Reduced |
| 8 | Apple Inc | 16.7K | $4.55M | 0.6% | −413 | Reduced |
| 9 | Vanguard Index Fds | 12.3K | $4.13M | 0.5% | +139 | Added |
| 10 | Spdr S&P 500 ETF Tr | 4.5K | $3.08M | 0.4% | +46 | Added |
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