Logan, UTCIK 19191584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
143 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 102.9K | $10.27M | 6.2% | +5.3K | Added |
| 2 | Wisdomtree Tr | 158.8K | $7.99M | 4.8% | −127.6K | Reduced |
| 3 | Innovator Etfs Trust | 176.0K | $7.32M | 4.4% | +5.0K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 115.3K |
| $7.20M |
| 4.4% |
| +2.5K |
| Added |
| 5 | First Tr Exchng Traded Fd Vi | 179.5K | $6.15M | 3.7% | −19.7K | Reduced |
| 6 | Vanguard Intl Equity Index F | 108.8K | $5.85M | 3.5% | +2.0K | Added |
| 7 | Vanguard Scottsdale Fds | 44.0K | $5.36M | 3.2% | −156 | Reduced |
| 8 | Fs Kkr Cap Corp | 339.1K | $5.02M | 3.0% | +110.1K | Added |
| 9 | Simplify Exchange Traded Fun | 68.6K | $3.46M | 2.1% | −1.5K | Reduced |
| 10 | Janus Detroit Str Tr | 66.2K | $3.35M | 2.0% | +27.3K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio