St. Petersburg, FLCIK 20274494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 119.7K | $10.02M | 6.8% | +1.6K | Added |
| 2 | Vanguard Index Fds | 29.9K | $8.67M | 5.9% | −180 | Reduced |
| 3 | Vanguard Scottsdale Fds | 96.2K | $7.30M | 5.0% | +1.2K | Added |
| 4 | Invesco Exchange Traded Fd T |
| 35.4K |
| $6.79M |
| 4.6% |
| −323 |
| Reduced |
| 5 | Vanguard Bd Index Fds | 82.9K | $6.46M | 4.4% | +1.3K | Added |
| 6 | Vanguard Tax-Managed Fds | 84.8K | $5.30M | 3.6% | −598 | Reduced |
| 7 | Vanguard Star Fds | 64.1K | $4.84M | 3.3% | −678 | Reduced |
| 8 | Schwab Strategic Tr | 182.1K | $4.82M | 3.3% | +1.7K | Added |
| 9 | Vanguard Index Fds | 7.7K | $4.81M | 3.3% | −81 | Reduced |
| 10 | Vanguard Bd Index Fds | 66.5K | $4.62M | 3.1% | +1.0K | Added |
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