West Palm Beach, FLCIK 19639674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 680.2K | $31.32M | 11.0% | +53.4K | Added |
| 2 | Dimensional ETF Trust | 670.9K | $21.85M | 7.7% | +27.1K | Added |
| 3 | Ishares Gold Tr | 249.1K | $20.22M | 7.1% | +3.6K | Added |
| 4 | Dimensional ETF Trust |
| 431.7K |
| $16.45M |
| 5.8% |
| +37.0K |
| Added |
| 5 | Dimensional ETF Trust | 393.2K | $14.95M | 5.2% | −32.5K | Reduced |
| 6 | Dimensional ETF Trust | 283.1K | $13.57M | 4.8% | +101.3K | Added |
| 7 | Vanguard Malvern Fds | 158.4K | $12.05M | 4.2% | +104.4K | Added |
| 8 | Berkshire Hathaway Inc Del | 15 | $11.32M | 4.0% | 0 | Held |
| 9 | Vanguard Index Fds | 37.1K | $10.76M | 3.8% | +3.1K | Added |
| 10 | Dimensional ETF Trust | 306.8K | $9.71M | 3.4% | −9.4K | Reduced |
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