Coral Gables, FLCIK 19067904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 840.7K | $50.06M | 20.4% | +1.9K | Added |
| 2 | Dimensional ETF Trust | 1.17M | $46.38M | 18.9% | +9.1K | Added |
| 3 | Dimensional ETF Trust | 514.0K | $23.94M | 9.8% | +8.0K | Added |
| 4 | Dimensional ETF Trust |
| 450.4K |
| $22.48M |
| 9.2% |
| −1.2K |
| Reduced |
| 5 | American Centy ETF Tr | 89.3K | $8.39M | 3.4% | −1.3K | Reduced |
| 6 | American Centy ETF Tr | 117.5K | $8.37M | 3.4% | −910 | Reduced |
| 7 | Dimensional ETF Trust | 109.8K | $8.15M | 3.3% | +1.4K | Added |
| 8 | American Centy ETF Tr | 71.4K | $7.98M | 3.3% | −70 | Reduced |
| 9 | American Centy ETF Tr | 76.0K | $7.75M | 3.2% | −8 | Reduced |
| 10 | Dimensional ETF Trust | 226.1K | $7.40M | 3.0% | +7.4K | Added |
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