Scottsdale, AZCIK 20365174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 280.6K | $94.09M | 26.1% | +20.7K | Added |
| 2 | Vanguard Star Fds | 891.0K | $67.22M | 18.6% | +114.0K | Added |
| 3 | Vanguard Intl Equity Index F | 461.9K | $33.97M | 9.4% | +252 | Added |
| 4 | Vanguard Mun Bd Fds |
| 532.4K |
| $26.77M |
| 7.4% |
| +53.3K |
| Added |
| 5 | Vanguard Bd Index Fds | 315.9K | $23.40M | 6.5% | +51.5K | Added |
| 6 | Vanguard Charlotte Fds | 455.9K | $22.03M | 6.1% | +70.8K | Added |
| 7 | Vanguard Scottsdale Fds | 221.7K | $18.57M | 5.2% | +92.8K | Added |
| 8 | Vanguard Index Fds | 22.5K | $14.12M | 3.9% | +6.7K | Added |
| 9 | Vanguard Scottsdale Fds | 118.1K | $9.42M | 2.6% | +17.4K | Added |
| 10 | Vanguard Index Fds | 36.9K | $7.72M | 2.1% | +11.4K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio