Tampa, FLCIK 19112284 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 Gold Tr | 186.0K | $15.09M | 9.2% | −16.7K | Reduced |
| 2 | Spdr Series Trust | 120.4K | $9.66M | 5.9% | +8.4K | Added |
| 3 | Vanguard Charlotte Fds | 135.1K | $6.53M | 4.0% | +12.4K | Added |
| 4 | World Gold Tr |
| 74.2K |
| $6.34M |
| 3.9% |
| −4.6K |
| Reduced |
| 5 | Abrdn Etfs | 317.3K | $6.20M | 3.8% | +15.4K | Added |
| 6 | Spdr Series Trust | 266.8K | $6.01M | 3.7% | +27.6K | Added |
| 7 | Ishares Bitcoin Trust ETF | 112.1K | $5.57M | 3.4% | +16.4K | Added |
| 8 | Litman Gregory Fds Tr | 195.9K | $5.50M | 3.4% | +8.3K | Added |
| 9 | Schwab Strategic Tr | 258.1K | $5.39M | 3.3% | +34.0K | Added |
| 10 | Ishares Tr | 88.7K | $5.33M | 3.2% | +966 | Added |
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