Clearwater, FLCIK 19760654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 226.0K | $49.67M | 10.5% | +4.3K | Added |
| 2 | Vanguard Index Fds | 240.5K | $45.93M | 9.7% | +10.6K | Added |
| 3 | Vanguard Tax-Managed Fds | 682.1K | $42.61M | 9.0% | +42.7K | Added |
| 4 | Schwab Strategic Tr |
| 1.43M |
| $39.16M |
| 8.3% |
| +58.5K |
| Added |
| 5 | Schwab Strategic Tr | 979.8K | $27.91M | 5.9% | +3.4K | Added |
| 6 | Vanguard Index Fds | 48.7K | $23.76M | 5.0% | +1.2K | Added |
| 7 | Schwab Strategic Tr | 729.5K | $21.60M | 4.6% | −3.8K | Reduced |
| 8 | Schwab Strategic Tr | 853.6K | $20.52M | 4.3% | +433 | Added |
| 9 | Schwab Strategic Tr | 680.4K | $20.46M | 4.3% | +7.5K | Added |
| 10 | Vanguard Index Fds | 78.9K | $20.36M | 4.3% | +10.2K | Added |
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