Tucson, AZCIK 20118564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
52 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 414.2K | $32.26M | 21.4% | +17.1K | Added |
| 2 | Schwab Strategic Tr | 1.11M | $29.84M | 19.8% | −43.3K | Reduced |
| 3 | Vanguard Index Fds | 75.9K | $25.46M | 16.9% | −1.7K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 268.7K |
| $16.79M |
| 11.1% |
| −7.8K |
| Reduced |
| 5 | Vanguard Star Fds | 105.2K | $7.94M | 5.3% | −1.9K | Reduced |
| 6 | Microsoft Corp | 10.5K | $5.06M | 3.4% | +2 | Added |
| 7 | Vanguard Intl Equity Index F | 78.1K | $4.20M | 2.8% | −360 | Reduced |
| 8 | Schwab Strategic Tr | 140.8K | $4.01M | 2.7% | −296 | Reduced |
| 9 | Apple Inc | 10.8K | $2.94M | 1.9% | +1 | Added |
| 10 | Dimensional ETF Trust | 70.4K | $2.43M | 1.6% | +336 | Added |
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