Owings Mills, MDCIK 19643944 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
582 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 193.9K | $9.08M | 3.3% | +26.6K | Added |
| 2 | Dimensional ETF Trust | 205.0K | $7.81M | 2.8% | −3.9K | Reduced |
| 3 | First Tr Exch Traded Fd III | 402.4K | $7.33M | 2.6% | +13.1K | Added |
| 4 | Vanguard Bd Index Fds |
| 87.1K |
| $6.45M |
| 2.3% |
| +11.1K |
| Added |
| 5 | Dimensional ETF Trust | 113.2K | $5.65M | 2.0% | +2.9K | Added |
| 6 | Vanguard Index Fds | 9.5K | $4.61M | 1.7% | −1.1K | Reduced |
| 7 | Vanguard Index Fds | 24.0K | $4.58M | 1.6% | −591 | Reduced |
| 8 | Vanguard Index Fds | 21.6K | $4.58M | 1.6% | −2.6K | Reduced |
| 9 | Ishares Tr | 44.6K | $4.28M | 1.5% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 6.6K | $4.14M | 1.5% | +239 | Added |
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