Boise, IDCIK 20345794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.23M | $72.97M | 29.7% | +58.0K | Added |
| 2 | Vanguard Index Fds | 162.9K | $54.61M | 22.3% | +531 | Added |
| 3 | Dimensional ETF Trust | 631.1K | $37.57M | 15.3% | +27.1K | Added |
| 4 | Dimensional ETF Trust |
| 891.5K |
| $30.50M |
| 12.4% |
| +35.6K |
| Added |
| 5 | Vanguard Bd Index Fds | 195.9K | $15.25M | 6.2% | +11.4K | Added |
| 6 | Dimensnl Ultrashrt Fixed | 156.2K | $7.91M | 3.2% | +156.2K | New |
| 7 | Vanguard Index Fds | 15.7K | $4.94M | 2.0% | 0 | Held |
| 8 | Dimensional ETF Trust | 84.0K | $3.91M | 1.6% | −114 | Reduced |
| 9 | Vanguard Index Fds | 4.5K | $2.80M | 1.1% | +104 | Added |
| 10 | Chevron Corp New | 14.9K | $2.27M | 0.9% | +6 | Added |
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