Miami, FLCIK 19081924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
141 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 61.6K | $29.80M | 8.1% | +2 | Added |
| 2 | Vanguard Index Fds | 95.1K | $18.17M | 4.9% | −498 | Reduced |
| 3 | Vanguard Scottsdale Fds | 207.8K | $16.57M | 4.5% | +34.0K | Added |
| 4 | Spdr Series Trust |
| 156.7K |
| $12.57M |
| 3.4% |
| +71.0K |
| Added |
| 5 | Alphabet Inc | 39.2K | $12.31M | 3.3% | +245 | Added |
| 6 | Vanguard Bd Index Fds | 152.5K | $12.02M | 3.3% | +22.9K | Added |
| 7 | Vanguard Tax-Managed Fds | 181.2K | $11.32M | 3.1% | +13.4K | Added |
| 8 | Jpmorgan Chase & Co. | 29.9K | $9.64M | 2.6% | −1.1K | Reduced |
| 9 | Dimensional ETF Trust | 192.1K | $9.59M | 2.6% | +8.7K | Added |
| 10 | Vanguard Scottsdale Fds | 118.3K | $8.13M | 2.2% | +19.7K | Added |
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