Daytona Beach, FLCIK 20113524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 727.0K | $27.71M | 13.1% | −12.0K | Reduced |
| 2 | Dimensional ETF Trust | 549.2K | $26.33M | 12.5% | +26.1K | Added |
| 3 | Dimensional ETF Trust | 344.7K | $25.38M | 12.0% | +5.4K | Added |
| 4 | Vanguard Bd Index Fds |
| 244.0K |
| $19.00M |
| 9.0% |
| +10.4K |
| Added |
| 5 | Dimensional ETF Trust | 290.4K | $17.29M | 8.2% | −43 | Reduced |
| 6 | Dimensional ETF Trust | 389.1K | $12.67M | 6.0% | −8.4K | Reduced |
| 7 | Dimensional World Equity | 162.1K | $11.99M | 5.7% | +834 | Added |
| 8 | Dimensional ETF Trust | 286.8K | $10.90M | 5.2% | −5.2K | Reduced |
| 9 | American Centy ETF Tr | 139.3K | $10.56M | 5.0% | −1.6K | Reduced |
| 10 | Vanguard Index Fds | 21.2K | $7.10M | 3.4% | −1.3K | Reduced |
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