Tucson, AZCIK 20205604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 85.7K | $58.46M | 32.0% | +5.3K | Added |
| 2 | Vanguard Tax-Managed Fds | 613.5K | $38.32M | 21.0% | +39.7K | Added |
| 3 | Vanguard Bd Index Fds | 202.7K | $15.02M | 8.2% | +13.7K | Added |
| 4 | Select Sector Spdr Tr |
| 85.6K |
| $12.33M |
| 6.7% |
| +45.7K |
| Added |
| 5 | Schwab Strategic Tr | 425.5K | $10.67M | 5.8% | +27.6K | Added |
| 6 | Schwab Strategic Tr | 372.8K | $10.03M | 5.5% | −4.6K | Reduced |
| 7 | Vanguard Index Fds | 13.9K | $8.69M | 4.8% | +1.7K | Added |
| 8 | Schwab Strategic Tr | 178.3K | $4.29M | 2.3% | −4.8K | Reduced |
| 9 | Select Sector Spdr Tr | 35.4K | $4.17M | 2.3% | +2.2K | Added |
| 10 | Select Sector Spdr Tr | 34.0K | $4.06M | 2.2% | +18.1K | Added |
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