Baltimore, MDCIK 19582504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.35M | $53.40M | 16.7% | +46.4K | Added |
| 2 | Vanguard Index Fds | 433.7K | $38.38M | 12.0% | −228 | Reduced |
| 3 | Schwab Strategic Tr | 1.17M | $28.42M | 8.9% | +62.4K | Added |
| 4 | American Centy ETF Tr |
| 188.2K |
| $21.03M |
| 6.6% |
| +708 |
| Added |
| 5 | Dimensional ETF Trust | 560.5K | $19.31M | 6.0% | +14.3K | Added |
| 6 | Vanguard Mun Bd Fds | 317.9K | $15.99M | 5.0% | +650 | Added |
| 7 | American Centy ETF Tr | 186.4K | $15.35M | 4.8% | +1.9K | Added |
| 8 | Schwab Strategic Tr | 526.7K | $13.82M | 4.3% | +2.1K | Added |
| 9 | Dimensional ETF Trust | 232.5K | $11.15M | 3.5% | +27.7K | Added |
| 10 | American Centy ETF Tr | 122.0K | $9.39M | 2.9% | +1.1K | Added |
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