Tempe, AZCIK 20399185 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 223.5K | $26.67M | 15.6% | +22.1K | Added |
| 2 | Invesco Qqq Tr | 27.5K | $16.91M | 9.9% | +756 | Added |
| 3 | Berkshire Hathaway Inc Del | 23.7K | $11.93M | 7.0% | +2.4K | Added |
| 4 | Ishares Tr |
| 41.7K |
| $11.55M |
| 6.8% |
| +6.4K |
| Added |
| 5 | Schwab Strategic Tr | 475.1K | $11.42M | 6.7% | +20.3K | Added |
| 6 | Invesco Exchange Traded Fd T | 161.4K | $9.57M | 5.6% | +25.2K | Added |
| 7 | First Tr Exch Traded Fd III | 508.7K | $9.27M | 5.4% | +45.7K | Added |
| 8 | Innovator Etfs Trust | 220.8K | $8.09M | 4.7% | +6.5K | Added |
| 9 | First Tr Exchng Traded Fd Vi | 224.9K | $8.06M | 4.7% | +8.5K | Added |
| 10 | First Tr Exchng Traded Fd Vi | 197.9K | $6.78M | 4.0% | −1.1K | Reduced |
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