New Canaan, CTCIK 19638754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 852.4K | $33.75M | 10.4% | +42.2K | Added |
| 2 | American Centy ETF Tr | 241.2K | $26.96M | 8.3% | +29.2K | Added |
| 3 | Dimensional ETF Trust | 728.3K | $25.10M | 7.7% | +26.7K | Added |
| 4 | American Centy ETF Tr |
| 282.4K |
| $23.25M |
| 7.1% |
| +5.7K |
| Added |
| 5 | Dimensional ETF Trust | 628.0K | $20.55M | 6.3% | +14.2K | Added |
| 6 | Vanguard Bd Index Fds | 227.4K | $17.92M | 5.5% | +14.0K | Added |
| 7 | Cbre Group Inc | 111.3K | $17.90M | 5.5% | −13.0K | Reduced |
| 8 | J P Morgan Exchange Traded F | 258.0K | $17.14M | 5.3% | +8.9K | Added |
| 9 | Vanguard Index Fds | 71.0K | $13.55M | 4.2% | +4.1K | Added |
| 10 | Ishares Tr | 120.1K | $11.99M | 3.7% | +5.0K | Added |
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