Washington, Dc, DCCIK 20288124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
166 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 124.3K | $9.33M | 5.1% | +1.7K | Added |
| 2 | Apple Inc | 25.7K | $6.97M | 3.8% | +177 | Added |
| 3 | Ishares Tr | 98.3K | $6.49M | 3.5% | −3.1K | Reduced |
| 4 | Ishares Tr |
| 75.3K |
| $6.23M |
| 3.4% |
| +1.2K |
| Added |
| 5 | Spdr Gold Tr | 15.4K | $6.10M | 3.3% | −900 | Reduced |
| 6 | World Gold Tr | 69.7K | $5.95M | 3.2% | +222 | Added |
| 7 | Profesionally Managed Portfo | 87.5K | $5.73M | 3.1% | +87.5K | New |
| 8 | Dimensional ETF Trust | 148.7K | $5.67M | 3.1% | +4.3K | Added |
| 9 | Proshares Tr | 52.1K | $5.42M | 3.0% | −1.7K | Reduced |
| 10 | Microsoft Corp | 10.4K | $5.04M | 2.7% | +1.0K | Added |
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