Phoenix, AZCIK 20110524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.55M | $101.13M | 33.2% | +38.5K | Added |
| 2 | Vanguard Scottsdale Fds | 618.5K | $49.32M | 16.2% | +45.3K | Added |
| 3 | Dimensional ETF Trust | 1.26M | $43.37M | 14.2% | +37.3K | Added |
| 4 | Vanguard Bd Index Fds |
| 507.8K |
| $37.61M |
| 12.3% |
| +43.1K |
| Added |
| 5 | Dimensional ETF Trust | 650.5K | $21.52M | 7.1% | +18.6K | Added |
| 6 | Vanguard Bd Index Fds | 170.5K | $13.44M | 4.4% | +687 | Added |
| 7 | American Centy ETF Tr | 49.5K | $5.53M | 1.8% | −442 | Reduced |
| 8 | Nvidia Corporation | 18.4K | $3.44M | 1.1% | +131 | Added |
| 9 | Apple Inc | 11.5K | $3.13M | 1.0% | +303 | Added |
| 10 | Vanguard Mun Bd Fds | 49.6K | $2.50M | 0.8% | +23.1K | Added |
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