Sandy, UTCIK 20307804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
622 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.19M | $128.30M | 6.0% | +586.6K | Added |
| 2 | Spdr Series Trust | 1.76M | $102.18M | 4.8% | +737.3K | Added |
| 3 | Dimensional ETF Trust | 1.12M | $53.65M | 2.5% | +2.5K | Added |
| 4 | Spdr Index Shs Fds |
| 1.05M |
| $48.00M |
| 2.2% |
| +253.1K |
| Added |
| 5 | Nvidia Corporation | 233.6K | $43.40M | 2.0% | +236 | Added |
| 6 | Ishares Tr | 44.6K | $31.08M | 1.4% | +40.0K | Added |
| 7 | Apple Inc | 112.0K | $29.24M | 1.4% | +2.1K | Added |
| 8 | Amazon Com Inc | 112.7K | $27.34M | 1.3% | +3.7K | Added |
| 9 | Vanguard Index Fds | 41.9K | $26.71M | 1.2% | +4.6K | Added |
| 10 | Bny Mellon ETF Trust | 212.3K | $24.46M | 1.1% | +48.3K | Added |
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