Sarasota, FLCIK 19541264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 111.8K | $70.09M | 24.9% | −2.6K | Reduced |
| 2 | Vanguard Index Fds | 102.3K | $34.31M | 12.2% | −857 | Reduced |
| 3 | Fidelity Comwlth Tr | 230.5K | $21.06M | 7.5% | −7.1K | Reduced |
| 4 | Vanguard Bd Index Fds |
| 392.3K |
| $19.55M |
| 6.9% |
| −116.5K |
| Reduced |
| 5 | Vanguard Star Fds | 210.8K | $15.90M | 5.7% | −5.6K | Reduced |
| 6 | Vanguard Index Fds | 47.4K | $12.21M | 4.3% | −483 | Reduced |
| 7 | Invesco Exchange Traded Fd T | 206.0K | $11.77M | 4.2% | +206.0K | New |
| 8 | Vanguard Index Fds | 37.0K | $10.73M | 3.8% | −383 | Reduced |
| 9 | Fidelity Covington Trust | 364.2K | $9.44M | 3.4% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 82.2K | $7.27M | 2.6% | +3.5K | Added |
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