Casselberry, FLCIK 19210094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
22 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 58.3K | $19.55M | 14.8% | +855 | Added |
| 2 | Schwab Strategic Tr | 341.5K | $11.14M | 8.4% | −2.8K | Reduced |
| 3 | Schwab Strategic Tr | 459.9K | $11.06M | 8.3% | +21.2K | Added |
| 4 | Ishares Tr |
| 159.2K |
| $11.05M |
| 8.3% |
| +3.9K |
| Added |
| 5 | Schwab Strategic Tr | 378.6K | $10.38M | 7.8% | +16.9K | Added |
| 6 | First Tr Exchange Traded Fd | 131.4K | $9.13M | 6.9% | +2.7K | Added |
| 7 | Vanguard Index Fds | 37.1K | $7.85M | 5.9% | +1.2K | Added |
| 8 | First Tr Exchange-Traded Fd | 139.5K | $6.97M | 5.3% | +5.1K | Added |
| 9 | Vanguard World Fd | 8.8K | $6.62M | 5.0% | −250 | Reduced |
| 10 | Schwab Strategic Tr | 265.9K | $6.21M | 4.7% | +10.3K | Added |
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