Bethesda, MDCIK 19271754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 168.4K | $32.2K | 11.2% | +4.4K | Added |
| 2 | Vanguard Index Fds | 63.6K | $31.1K | 10.8% | +76 | Added |
| 3 | Vanguard Tax-Managed Fds | 306.8K | $19.2K | 6.7% | +14.2K | Added |
| 4 | Schwab Strategic Tr |
| 299.4K |
| $9.8K |
| 3.4% |
| +3.7K |
| Added |
| 5 | Invesco Qqq Tr | 15.2K | $9.3K | 3.2% | −53 | Reduced |
| 6 | Vanguard Specialized Funds | 41.9K | $9.2K | 3.2% | +96 | Added |
| 7 | Vanguard Index Fds | 31.4K | $9.1K | 3.2% | +455 | Added |
| 8 | Vanguard Index Fds | 12.6K | $7.9K | 2.7% | +240 | Added |
| 9 | Schwab Strategic Tr | 251.7K | $6.0K | 2.1% | +15.4K | Added |
| 10 | Vanguard Star Fds | 73.7K | $5.6K | 1.9% | +1.7K | Added |
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