Shelton, CTCIK 19263494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 360.0K | $26.70M | 11.4% | +1.5K | Added |
| 2 | Apple Inc | 43.5K | $11.83M | 5.0% | −786 | Reduced |
| 3 | Dimensional ETF Trust | 234.5K | $10.92M | 4.7% | −4.2K | Reduced |
| 4 | Capital Group Growth ETF |
| 208.0K |
| $9.25M |
| 3.9% |
| −2.2K |
| Reduced |
| 5 | Dimensional ETF Trust | 219.7K | $8.70M | 3.7% | −1.7K | Reduced |
| 6 | Philip Morris Intl Inc | 44.6K | $7.15M | 3.0% | −649 | Reduced |
| 7 | Abbvie Inc | 23.4K | $5.35M | 2.3% | −773 | Reduced |
| 8 | Qualcomm Inc | 28.9K | $4.94M | 2.1% | −100 | Reduced |
| 9 | Fidelity Covington Trust | 87.0K | $4.93M | 2.1% | +804 | Added |
| 10 | Altria Group Inc | 80.3K | $4.63M | 2.0% | +244 | Added |
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