Coral Gables, FLCIK 19893414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 688.1K | $22.45M | 8.3% | −15.2K | Reduced |
| 2 | J P Morgan Exchange Traded F | 390.2K | $19.71M | 7.3% | −20.5K | Reduced |
| 3 | Wisdomtree Tr | 184.3K | $18.77M | 7.0% | −8.1K | Reduced |
| 4 | Vanguard Index Fds |
| 25.4K |
| $15.92M |
| 5.9% |
| −1.8K |
| Reduced |
| 5 | Spdr Index Shs Fds | 333.3K | $14.80M | 5.5% | −15.2K | Reduced |
| 6 | Ishares Tr | 342.1K | $13.02M | 4.8% | −3.4K | Reduced |
| 7 | Vanguard Malvern Fds | 161.4K | $12.57M | 4.7% | +3.5K | Added |
| 8 | Pacer Fds Tr | 282.3K | $10.07M | 3.7% | −10.0K | Reduced |
| 9 | New York Life Invts Active E | 398.1K | $9.69M | 3.6% | +20.5K | Added |
| 10 | Wisdomtree Tr | 181.9K | $9.16M | 3.4% | +17.5K | Added |
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