Denver, COCIK 19056655 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.69M | $67.00M | 38.5% | −2.0K | Reduced |
| 2 | Dimensional ETF Trust | 854.5K | $27.97M | 16.1% | +5.1K | Added |
| 3 | Dimensional ETF Trust | 342.9K | $17.11M | 9.8% | −1.3K | Reduced |
| 4 | Docusign Inc |
| 114.4K |
| $7.83M |
| 4.5% |
| 0 |
| Held |
| 5 | Dimensional ETF Trust | 134.4K | $6.26M | 3.6% | −6.9K | Reduced |
| 6 | Dimensional ETF Trust | 82.4K | $4.91M | 2.8% | −295 | Reduced |
| 7 | Amazon Com Inc | 14.4K | $3.32M | 1.9% | +60 | Added |
| 8 | Dimensional ETF Trust | 40.9K | $3.03M | 1.7% | +18 | Added |
| 9 | Dimensional ETF Trust | 74.7K | $2.85M | 1.6% | −7.0K | Reduced |
| 10 | Dimensional ETF Trust | 75.2K | $2.49M | 1.4% | −2.9K | Reduced |
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