Sarasota, FLCIK 19630304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
183 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 208.8K | $16.95M | 6.1% | −18.2K | Reduced |
| 2 | Dimensional ETF Trust | 291.3K | $11.10M | 4.0% | +37.4K | Added |
| 3 | Vanguard Bd Index Fds | 109.6K | $8.64M | 3.1% | +19.4K | Added |
| 4 | Invesco Exchange Traded Fd T |
| 67.1K |
| $7.93M |
| 2.9% |
| +33.7K |
| Added |
| 5 | J P Morgan Exchange Traded F | 142.7K | $7.22M | 2.6% | +16.2K | Added |
| 6 | Dimensional ETF Trust | 95.7K | $6.67M | 2.4% | +20.2K | Added |
| 7 | Spdr Series Trust | 65.8K | $6.01M | 2.2% | +735 | Added |
| 8 | Jpmorgan Chase & Co. | 18.2K | $5.86M | 2.1% | +163 | Added |
| 9 | Microsoft Corp | 12.1K | $5.83M | 2.1% | +109 | Added |
| 10 | Vanguard Index Fds | 31.4K | $5.57M | 2.0% | 0 | Held |
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