Fort Lauderdale, FLCIK 19146684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 109.0K | $34.31M | 16.9% | 0 | Held |
| 2 | Vanguard Index Fds | 80.8K | $27.10M | 13.3% | 0 | Held |
| 3 | Ishares Tr | 278.6K | $26.75M | 13.2% | 0 | Held |
| 4 | Vanguard Tax-Managed Fds |
| 307.0K |
| $19.18M |
| 9.4% |
| 0 |
| Held |
| 5 | Ishares Tr | 42.6K | $15.89M | 7.8% | 0 | Held |
| 6 | Vanguard Index Fds | 74.9K | $14.31M | 7.0% | 0 | Held |
| 7 | Ishares Tr | 50.5K | $12.44M | 6.1% | 0 | Held |
| 8 | Vanguard Index Fds | 20.2K | $9.84M | 4.8% | 0 | Held |
| 9 | Vanguard Star Fds | 110.2K | $8.32M | 4.1% | 0 | Held |
| 10 | Vanguard Index Fds | 30.7K | $7.91M | 3.9% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio