Jacksonville, FLCIK 19109344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 176.6K | $26.26M | 20.1% | −8.6K | Reduced |
| 2 | Ishares Tr | 119.1K | $10.65M | 8.2% | −6.6K | Reduced |
| 3 | Vanguard Index Fds | 23.8K | $7.97M | 6.1% | −4.4K | Reduced |
| 4 | Ishares Tr |
| 54.6K |
| $5.83M |
| 4.5% |
| +1.5K |
| Added |
| 5 | Ishares Inc | 80.2K | $5.39M | 4.1% | −5.7K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 85.6K | $5.35M | 4.1% | −5.8K | Reduced |
| 7 | Ishares Tr | 40.1K | $4.29M | 3.3% | +109 | Added |
| 8 | Ishares Tr | 81.6K | $3.80M | 2.9% | −1.2K | Reduced |
| 9 | Global X Fds | 35.5K | $3.55M | 2.7% | +5.2K | Added |
| 10 | Spdr Index Shs Fds | 68.2K | $3.03M | 2.3% | −18.2K | Reduced |
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