Phoenix, AZCIK 19081654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 90.6K | $62.08M | 15.5% | +8.3K | Added |
| 2 | Invesco Qqq Tr | 50.3K | $30.90M | 7.7% | +49.6K | Added |
| 3 | Ishares Tr | 321.2K | $28.74M | 7.2% | +38.7K | Added |
| 4 | Janus Detroit Str Tr |
| 578.0K |
| $28.40M |
| 7.1% |
| −59.9K |
| Reduced |
| 5 | Bny Mellon ETF Trust | 681.0K | $27.62M | 6.9% | +52.5K | Added |
| 6 | Mplx LP | 372.2K | $19.86M | 5.0% | −1.7K | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 28.3K | $19.37M | 4.8% | +6.7K | Added |
| 8 | Ishares Tr | 153.9K | $14.49M | 3.6% | −296.1K | Reduced |
| 9 | Ishares Inc | 193.5K | $13.00M | 3.3% | +115.0K | Added |
| 10 | Janus Detroit Str Tr | 256.8K | $12.99M | 3.2% | −106.3K | Reduced |
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