Lakewood Ranch, FLCIK 20112194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
95 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 333.0K | $15.58M | 7.8% | +17.7K | Added |
| 2 | Vanguard Index Fds | 41.1K | $13.78M | 6.9% | +777 | Added |
| 3 | American Centy ETF Tr | 107.2K | $11.98M | 6.0% | −3.8K | Reduced |
| 4 | American Centy ETF Tr |
| 108.0K |
| $8.89M |
| 4.4% |
| +8.9K |
| Added |
| 5 | Vanguard Malvern Fds | 170.3K | $8.42M | 4.2% | +8.6K | Added |
| 6 | Vanguard Bd Index Fds | 105.6K | $8.32M | 4.2% | +7.9K | Added |
| 7 | Vanguard Tax-Managed Fds | 132.9K | $8.30M | 4.2% | +18.8K | Added |
| 8 | Vanguard Star Fds | 109.6K | $8.26M | 4.1% | +1.8K | Added |
| 9 | Dimensional ETF Trust | 212.6K | $8.10M | 4.1% | +9.9K | Added |
| 10 | Vanguard Index Fds | 12.3K | $7.71M | 3.9% | +2.4K | Added |
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