Fort Collins, COCIK 19948274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 170.0K | $32.48M | 11.7% | +5.0K | Added |
| 2 | Dimensional ETF Trust | 928.6K | $32.00M | 11.5% | +67.1K | Added |
| 3 | Dimensional ETF Trust | 425.1K | $29.61M | 10.6% | +6.7K | Added |
| 4 | Vanguard Bd Index Fds |
| 358.5K |
| $27.92M |
| 10.0% |
| +15.2K |
| Added |
| 5 | Dimensional ETF Trust | 793.2K | $27.13M | 9.8% | +15.8K | Added |
| 6 | Vanguard Index Fds | 54.6K | $26.62M | 9.6% | +541 | Added |
| 7 | Spdr Gold Tr | 47.5K | $18.82M | 6.8% | −3.6K | Reduced |
| 8 | Wisdomtree Tr | 240.6K | $12.11M | 4.4% | +37.1K | Added |
| 9 | Ishares Tr | 132.9K | $11.89M | 4.3% | +5.5K | Added |
| 10 | Vanguard Charlotte Fds | 123.7K | $5.98M | 2.1% | +5.1K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio