Washington, DCCIK 19739214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Index Shs Fds | 398.6K | $17.70M | 7.5% | +3.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 192.9K | $12.05M | 5.1% | −896 | Reduced |
| 3 | Vanguard Bd Index Fds | 155.8K | $11.54M | 4.9% | −1.7K | Reduced |
| 4 | Ishares Tr |
| 197.7K |
| $9.88M |
| 4.2% |
| −123.3K |
| Reduced |
| 5 | Vanguard Charlotte Fds | 198.2K | $9.58M | 4.0% | +198.2K | New |
| 6 | Apple Inc | 30.9K | $8.40M | 3.5% | +275 | Added |
| 7 | Spdr Index Shs Fds | 174.9K | $8.19M | 3.5% | +3.5K | Added |
| 8 | Spdr Series Trust | 99.3K | $7.97M | 3.4% | −261 | Reduced |
| 9 | Spdr Series Trust | 296.7K | $7.64M | 3.2% | +23.3K | Added |
| 10 | Ishares Tr | 96.0K | $7.21M | 3.0% | +6.9K | Added |
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