Tampa, FLCIK 20345666 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 546.0K | $13.13M | 8.9% | +4.0K | Added |
| 2 | Schwab Strategic Tr | 366.1K | $9.70M | 6.6% | +11.8K | Added |
| 3 | Spdr S&P 500 ETF Tr | 12.8K | $8.76M | 5.9% | −121 | Reduced |
| 4 | Schwab Strategic Tr |
| 326.4K |
| $8.56M |
| 5.8% |
| −737 |
| Reduced |
| 5 | Schwab Strategic Tr | 280.1K | $7.44M | 5.0% | −4.1K | Reduced |
| 6 | Vanguard Index Fds | 24.7K | $6.38M | 4.3% | −47 | Reduced |
| 7 | Vanguard Specialized Funds | 29.0K | $6.37M | 4.3% | −15 | Reduced |
| 8 | Ishares Tr | 28.2K | $5.94M | 4.0% | 0 | Held |
| 9 | Ishares Tr | 51.5K | $5.66M | 3.8% | 0 | Held |
| 10 | Schwab Strategic Tr | 160.5K | $5.26M | 3.6% | +378 | Added |
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