Annapolis, MDCIK 19633474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 706.4K | $27.97M | 12.1% | −37.2K | Reduced |
| 2 | Dimensional ETF Trust | 403.4K | $17.17M | 7.4% | +1.2K | Added |
| 3 | Fidelity Merrimack Str Tr | 353.8K | $16.38M | 7.1% | −5.1K | Reduced |
| 4 | Dimensional ETF Trust |
| 311.5K |
| $10.73M |
| 4.6% |
| −15.8K |
| Reduced |
| 5 | Dimensional ETF Trust | 266.6K | $10.14M | 4.4% | +692 | Added |
| 6 | Dimensional ETF Trust | 293.4K | $9.65M | 4.2% | −15.5K | Reduced |
| 7 | Ishares Tr | 12.1K | $8.32M | 3.6% | +29 | Added |
| 8 | Dimensional ETF Trust | 159.1K | $7.63M | 3.3% | +3.1K | Added |
| 9 | Fidelity Merrimack Str Tr | 121.2K | $6.11M | 2.6% | +9.1K | Added |
| 10 | Ishares Tr | 124.2K | $5.78M | 2.5% | −1.3K | Reduced |
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