Medford, ORCIK 20437574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 281.8K | $8.44M | 8.7% | +59.8K | Added |
| 2 | Spdr Index Shs Fds | 152.6K | $6.78M | 7.0% | −650 | Reduced |
| 3 | Spdr Series Trust | 206.3K | $5.95M | 6.1% | +98.1K | Added |
| 4 | Ea Series Trust |
| 228.0K |
| $5.77M |
| 6.0% |
| +38.8K |
| Added |
| 5 | Ea Series Trust | 131.3K | $4.63M | 4.8% | −51.2K | Reduced |
| 6 | Spdr Series Trust | 53.9K | $4.33M | 4.5% | +17.9K | Added |
| 7 | Ishares Inc | 47.5K | $3.20M | 3.3% | +5.8K | Added |
| 8 | Investment Managers Ser Tr I | 150.1K | $2.79M | 2.9% | −2.4K | Reduced |
| 9 | Tidal Trust II | 84.7K | $2.38M | 2.5% | −33.6K | Reduced |
| 10 | Microsoft Corp | 3.8K | $1.82M | 1.9% | −10.2K | Reduced |
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