Logan, UTCIK 20133904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
228 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.30M | $61.89M | 11.5% | +33.7K | Added |
| 2 | Ishares Tr | 42.1K | $28.84M | 5.3% | −743 | Reduced |
| 3 | Ishares Inc | 171.6K | $16.69M | 3.1% | +4.6K | Added |
| 4 | Spinnaker ETF Series |
| 375.3K |
| $15.81M |
| 2.9% |
| +22.1K |
| Added |
| 5 | First Tr Exchange Traded Fd | 100.1K | $15.31M | 2.8% | +100.1K | New |
| 6 | Vaneck ETF Trust | 773.2K | $14.75M | 2.7% | +416.3K | Added |
| 7 | Ishares Tr | 139.5K | $13.74M | 2.5% | −2.3K | Reduced |
| 8 | Blackrock ETF Trust II | 218.8K | $11.32M | 2.1% | −55.6K | Reduced |
| 9 | Vanguard Index Fds | 16.9K | $10.60M | 2.0% | +620 | Added |
| 10 | Schwab Strategic Tr | 390.2K | $10.02M | 1.9% | +10.6K | Added |
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