Scottsdale, AZCIK 19652294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
86 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.03M | $80.39M | 25.7% | +55.6K | Added |
| 2 | Dimensional ETF Trust | 1.02M | $60.78M | 19.4% | +55.3K | Added |
| 3 | Dimensional ETF Trust | 768.1K | $25.14M | 8.0% | −36.0K | Reduced |
| 4 | Dimensional ETF Trust |
| 730.9K |
| $24.66M |
| 7.9% |
| +19.3K |
| Added |
| 5 | Dimensional ETF Trust | 724.1K | $23.95M | 7.6% | +15.8K | Added |
| 6 | Dimensional ETF Trust | 650.9K | $22.43M | 7.2% | +88.3K | Added |
| 7 | Dimensional ETF Trust | 316.9K | $12.04M | 3.8% | −8.7K | Reduced |
| 8 | Apple Inc | 30.3K | $8.23M | 2.6% | −428 | Reduced |
| 9 | Schwab Strategic Tr | 127.7K | $3.64M | 1.2% | +10.4K | Added |
| 10 | Schwab Strategic Tr | 88.6K | $3.19M | 1.0% | −426 | Reduced |
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