Holladay, UTCIK 20071754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
640 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 902.1K | $42.22M | 18.6% | +12.7K | Added |
| 2 | Dimensional ETF Trust | 769.8K | $29.34M | 12.9% | +25.1K | Added |
| 3 | American Centy ETF Tr | 279.9K | $28.54M | 12.6% | +10.9K | Added |
| 4 | Dimensional ETF Trust |
| 546.4K |
| $26.20M |
| 11.5% |
| +20.1K |
| Added |
| 5 | American Centy ETF Tr | 162.7K | $15.29M | 6.7% | +3.2K | Added |
| 6 | American Centy ETF Tr | 176.4K | $13.58M | 6.0% | +3.0K | Added |
| 7 | American Centy ETF Tr | 178.2K | $13.51M | 5.9% | +4.5K | Added |
| 8 | Dimensional ETF Trust | 104.1K | $6.20M | 2.7% | −2.3K | Reduced |
| 9 | Dimensional ETF Trust | 154.7K | $6.13M | 2.7% | −653 | Reduced |
| 10 | American Centy ETF Tr | 57.9K | $4.77M | 2.1% | −1.2K | Reduced |
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