Milford, OHCIK 20355484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
152 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 204.8K | $16.43M | 6.0% | +3.3K | Added |
| 2 | Doubleline ETF Trust | 163.4K | $8.11M | 3.0% | −380 | Reduced |
| 3 | Nvidia Corporation | 39.2K | $7.30M | 2.7% | −3.6K | Reduced |
| 4 | Amazon Com Inc |
| 30.8K |
| $7.12M |
| 2.6% |
| +107 |
| Added |
| 5 | Microsoft Corp | 14.4K | $6.98M | 2.6% | −11 | Reduced |
| 6 | Alphabet Inc | 20.7K | $6.48M | 2.4% | −4.3K | Reduced |
| 7 | Neos ETF Trust | 120.6K | $6.33M | 2.3% | −307 | Reduced |
| 8 | American Centy ETF Tr | 74.6K | $6.14M | 2.2% | −41 | Reduced |
| 9 | Apple Inc | 22.4K | $6.10M | 2.2% | −109 | Reduced |
| 10 | Spdr Index Shs Fds | 113.9K | $5.06M | 1.9% | −764 | Reduced |
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