Rehoboth Beach, DECIK 19103894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.21M | $39.60M | 16.5% | +30.5K | Added |
| 2 | Schwab Strategic Tr | 1.28M | $38.04M | 15.8% | +54.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 369.3K | $23.07M | 9.6% | +6.1K | Added |
| 4 | Dimensional ETF Trust |
| 319.5K |
| $13.60M |
| 5.7% |
| +32.1K |
| Added |
| 5 | Dimensional ETF Trust | 274.9K | $13.18M | 5.5% | +29.7K | Added |
| 6 | Dimensional ETF Trust | 241.2K | $13.08M | 5.4% | +24.0K | Added |
| 7 | Dimensional ETF Trust | 275.2K | $10.46M | 4.3% | +10.5K | Added |
| 8 | Dimensional ETF Trust | 142.2K | $9.91M | 4.1% | +9.7K | Added |
| 9 | Vanguard Index Fds | 20.0K | $9.75M | 4.1% | −82 | Reduced |
| 10 | Vanguard Index Fds | 43.8K | $8.36M | 3.5% | +2.6K | Added |
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