Scottsdale, AZCIK 19505064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,917 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 50.6K | $34.69M | 8.1% | +1.4K | Added |
| 2 | Vanguard Instl Index Fd | 282.9K | $21.34M | 5.0% | +282.5K | Added |
| 3 | Ishares Tr | 252.3K | $20.81M | 4.9% | +17.5K | Added |
| 4 | Apple Inc |
| 68.7K |
| $18.67M |
| 4.4% |
| −1.5K |
| Reduced |
| 5 | Dimensional ETF Trust | 428.5K | $17.81M | 4.2% | +143.9K | Added |
| 6 | Vanguard Tax-Managed Fds | 211.7K | $13.23M | 3.1% | −7.3K | Reduced |
| 7 | Knight-Swift Transn Hldgs In | 247.3K | $12.93M | 3.0% | −20 | Reduced |
| 8 | Litman Gregory Fds Tr | 448.7K | $12.59M | 2.9% | +116.5K | Added |
| 9 | Vanguard Index Fds | 19.6K | $12.26M | 2.9% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 41.8K | $12.12M | 2.8% | +4.2K | Added |
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