Bethesda, MDCIK 19146174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 716.9K | $23.46M | 7.1% | +6.1K | Added |
| 2 | Apple Inc | 63.2K | $17.18M | 5.2% | −3.4K | Reduced |
| 3 | Alphabet Inc | 51.2K | $16.05M | 4.9% | −2.6K | Reduced |
| 4 | Microsoft Corp |
| 30.3K |
| $14.63M |
| 4.4% |
| −479 |
| Reduced |
| 5 | Broadcom Inc | 42.2K | $14.60M | 4.4% | −14.5K | Reduced |
| 6 | United Rentals Inc | 16.8K | $13.61M | 4.1% | −726 | Reduced |
| 7 | Berkshire Hathaway Inc Del | 27.0K | $13.56M | 4.1% | +378 | Added |
| 8 | Amazon Com Inc | 46.2K | $10.66M | 3.2% | −140 | Reduced |
| 9 | Applied Matls Inc | 38.6K | $9.92M | 3.0% | −2.3K | Reduced |
| 10 | Booking Holdings Inc | 1.8K | $9.75M | 2.9% | −29 | Reduced |
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