Tampa, FLCIK 20144544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 112.2K | $54.73M | 31.2% | +3.8K | Added |
| 2 | Vanguard Index Fds | 218.9K | $41.82M | 23.8% | +8.2K | Added |
| 3 | Vanguard Index Fds | 68.1K | $17.57M | 10.0% | −630 | Reduced |
| 4 | Vanguard Index Fds |
| 19.6K |
| $12.31M |
| 7.0% |
| +33 |
| Added |
| 5 | Vanguard Scottsdale Fds | 52.6K | $6.41M | 3.6% | +1.2K | Added |
| 6 | Vanguard Scottsdale Fds | 63.4K | $5.85M | 3.3% | +2.9K | Added |
| 7 | Vanguard Tax-Managed Fds | 78.5K | $4.90M | 2.8% | +785 | Added |
| 8 | Apple Inc | 12.8K | $3.49M | 2.0% | −1.9K | Reduced |
| 9 | Nvidia Corporation | 14.4K | $2.69M | 1.5% | −5.6K | Reduced |
| 10 | Vanguard Intl Equity Index F | 42.7K | $2.29M | 1.3% | +493 | Added |
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