Annapolis, MDCIK 20492014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
471 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 967.1K | $45.88M | 16.3% | +102.4K | Added |
| 2 | Dimensional ETF Trust | 930.4K | $44.60M | 15.8% | +118.7K | Added |
| 3 | Dimensional ETF Trust | 762.4K | $41.31M | 14.6% | +135.7K | Added |
| 4 | Dimensional ETF Trust |
| 386.9K |
| $14.83M |
| 5.3% |
| +52.6K |
| Added |
| 5 | American Centy ETF Tr | 170.0K | $14.07M | 5.0% | −934 | Reduced |
| 6 | Dimensional ETF Trust | 116.0K | $8.26M | 2.9% | +9.8K | Added |
| 7 | Dimensional ETF Trust | 105.3K | $7.92M | 2.8% | +22.9K | Added |
| 8 | American Centy ETF Tr | 66.6K | $7.55M | 2.7% | +522 | Added |
| 9 | American Centy ETF Tr | 93.6K | $7.20M | 2.5% | +9.0K | Added |
| 10 | Dimensional ETF Trust | 268.0K | $6.15M | 2.2% | +24.7K | Added |
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