Scottsdale, AZCIK 20193164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
202 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 224.8K | $16.85M | 7.7% | +5.6K | Added |
| 2 | Spdr Index Shs Fds | 340.0K | $15.91M | 7.2% | −34.7K | Reduced |
| 3 | Ishares Tr | 108.1K | $10.38M | 4.7% | +2.0K | Added |
| 4 | Ishares Tr |
| 237.8K |
| $8.89M |
| 4.0% |
| +1.7K |
| Added |
| 5 | Ishares Tr | 10.2K | $7.00M | 3.2% | +1.3K | Added |
| 6 | Ishares Tr | 70.0K | $6.99M | 3.2% | +5.7K | Added |
| 7 | Apple Inc | 16.6K | $4.52M | 2.1% | −404 | Reduced |
| 8 | Microsoft Corp | 9.2K | $4.45M | 2.0% | +374 | Added |
| 9 | Ishares Tr | 46.1K | $4.44M | 2.0% | −2.5K | Reduced |
| 10 | Xpel Inc | 81.8K | $4.08M | 1.9% | 0 | Held |
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