Gainesville, FLCIK 20495404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 129.8K | $43.50M | 38.6% | −1.6K | Reduced |
| 2 | Vanguard Bd Index Fds | 318.2K | $23.57M | 20.9% | −2.4K | Reduced |
| 3 | Vanguard Star Fds | 197.9K | $14.93M | 13.3% | −1.9K | Reduced |
| 4 | Vanguard Mun Bd Fds |
| 245.3K |
| $12.34M |
| 11.0% |
| +11.4K |
| Added |
| 5 | Vanguard World Fd | 27.4K | $3.32M | 2.9% | −855 | Reduced |
| 6 | Ishares Tr | 59.1K | $2.83M | 2.5% | +4.8K | Added |
| 7 | USA Compression Partners LP | 93.8K | $2.16M | 1.9% | +731 | Added |
| 8 | Vanguard World Fd | 14.8K | $1.06M | 0.9% | +45 | Added |
| 9 | Ares Capital Corp | 39.5K | $800.0K | 0.7% | +286 | Added |
| 10 | J P Morgan Exchange Traded F | 14.9K | $759.1K | 0.7% | +101 | Added |
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