Colorado Springs, COCIK 20112674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 57.8K | $15.72M | 7.1% | −1.2K | Reduced |
| 2 | Amazon Com Inc | 47.1K | $10.88M | 4.9% | −1.4K | Reduced |
| 3 | Capital Group Dividend Value | 225.8K | $9.85M | 4.5% | +18.1K | Added |
| 4 | J P Morgan Exchange Traded F |
| 151.1K |
| $9.55M |
| 4.3% |
| +7.4K |
| Added |
| 5 | Vanguard Index Fds | 24.2K | $8.13M | 3.7% | −734 | Reduced |
| 6 | Berkshire Hathaway Inc Del | 14.9K | $7.47M | 3.4% | −204 | Reduced |
| 7 | Capital Group Core Balanced | 193.8K | $6.85M | 3.1% | +39.4K | Added |
| 8 | Vanguard Index Fds | 9.9K | $6.21M | 2.8% | +1.1K | Added |
| 9 | Vanguard Specialized Funds | 25.5K | $5.62M | 2.5% | +549 | Added |
| 10 | Invesco Qqq Tr | 7.9K | $4.85M | 2.2% | +179 | Added |
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