Fort Collins, COCIK 19976505 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 375.3K | $10.30M | 10.1% | −1.7K | Reduced |
| 2 | Apple Inc | 20.4K | $5.54M | 5.4% | −95 | Reduced |
| 3 | J P Morgan Exchange Traded F | 114.7K | $5.31M | 5.2% | +4.0K | Added |
| 4 | Berkshire Hathaway Inc Del |
| 9.1K |
| $4.60M |
| 4.5% |
| −185 |
| Reduced |
| 5 | Nvidia Corporation | 21.6K | $4.04M | 4.0% | −478 | Reduced |
| 6 | Schwab Strategic Tr | 134.4K | $4.01M | 3.9% | +2.4K | Added |
| 7 | Fidelity Merrimack Str Tr | 83.7K | $3.85M | 3.8% | −4.5K | Reduced |
| 8 | Ishares Gold Tr | 44.4K | $3.60M | 3.5% | −511 | Reduced |
| 9 | Vanguard Whitehall Fds | 38.9K | $3.56M | 3.5% | −450 | Reduced |
| 10 | J P Morgan Exchange Traded F | 69.3K | $3.50M | 3.4% | −1.4K | Reduced |
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