Coral Gables, FLCIK 20459744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 34.6K | $9.41M | 6.5% | −334 | Reduced |
| 2 | Schwab Strategic Tr | 245.8K | $7.28M | 5.1% | +43.2K | Added |
| 3 | Wisdomtree Tr | 135.2K | $6.94M | 4.8% | +15.4K | Added |
| 4 | Pacer Fds Tr |
| 104.0K |
| $6.26M |
| 4.3% |
| −20.0K |
| Reduced |
| 5 | J P Morgan Exchange Traded F | 117.9K | $5.96M | 4.1% | −523 | Reduced |
| 6 | Schwab Strategic Tr | 195.5K | $5.88M | 4.1% | +3.1K | Added |
| 7 | Vanguard Index Fds | 22.2K | $5.73M | 4.0% | −178 | Reduced |
| 8 | Wisdomtree Tr | 93.7K | $4.97M | 3.5% | +3.7K | Added |
| 9 | Vanguard Index Fds | 27.6K | $4.90M | 3.4% | −2.4K | Reduced |
| 10 | Vanguard World Fd | 6.3K | $4.74M | 3.3% | −251 | Reduced |
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