Scottsdale, AZCIK 19344154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
153 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 346.3K | $217.17M | 9.0% | −5.8K | Reduced |
| 2 | Alphabet Inc | 507.5K | $158.86M | 6.6% | +3.7K | Added |
| 3 | Microsoft Corp | 265.4K | $128.35M | 5.3% | +8.4K | Added |
| 4 | Ishares Tr |
| 1.28M |
| $127.60M |
| 5.3% |
| +13.9K |
| Added |
| 5 | Vanguard Bd Index Fds | 1.42M | $105.36M | 4.4% | +216.0K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 308.5K | $93.75M | 3.9% | +7.0K | Added |
| 7 | Meta Platforms Inc | 125.5K | $82.83M | 3.5% | +6.1K | Added |
| 8 | Apple Inc | 269.0K | $73.13M | 3.0% | −2.2K | Reduced |
| 9 | Mastercard Incorporated | 119.7K | $68.31M | 2.8% | −29 | Reduced |
| 10 | Vanguard Bd Index Fds | 622.8K | $49.08M | 2.0% | +94.8K | Added |
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