Jupiter, FLCIK 19651504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.03M | $119.91M | 37.3% | −12.1K | Reduced |
| 2 | Dimensional ETF Trust | 2.40M | $78.52M | 24.5% | −20.0K | Reduced |
| 3 | Dimensional ETF Trust | 1.71M | $72.94M | 22.7% | +81.8K | Added |
| 4 | Dimensional ETF Trust |
| 477.9K |
| $10.94M |
| 3.4% |
| +9.2K |
| Added |
| 5 | Dimensional ETF Trust | 240.7K | $10.00M | 3.1% | +9.6K | Added |
| 6 | Dimensional ETF Trust | 137.7K | $6.64M | 2.1% | −415 | Reduced |
| 7 | Nextera Energy Inc | 33.2K | $2.67M | 0.8% | −2.5K | Reduced |
| 8 | Ishares Tr | 24.1K | $2.40M | 0.7% | −788 | Reduced |
| 9 | Dimensional ETF Trust | 50.4K | $1.67M | 0.5% | +721 | Added |
| 10 | Apple Inc | 4.6K | $1.24M | 0.4% | +1.2K | Added |
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