Bethesda, MDCIK 20527598 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 546.7K | $14.71M | 7.0% | −35.7K | Reduced |
| 2 | Schwab Strategic Tr | 361.2K | $11.78M | 5.6% | −28.0K | Reduced |
| 3 | Vanguard Index Fds | 37.4K | $10.85M | 5.1% | +415 | Added |
| 4 | Ishares Tr |
| 80.5K |
| $9.68M |
| 4.6% |
| −5.3K |
| Reduced |
| 5 | Schwab Strategic Tr | 283.4K | $8.39M | 4.0% | −23.1K | Reduced |
| 6 | Ishares Tr | 70.2K | $7.98M | 3.8% | −3.2K | Reduced |
| 7 | Invesco Qqq Tr | 11.1K | $6.82M | 3.2% | −737 | Reduced |
| 8 | Vanguard Index Fds | 38.1K | $6.76M | 3.2% | +373 | Added |
| 9 | Vanguard Index Fds | 21.3K | $6.70M | 3.2% | +1.1K | Added |
| 10 | Vanguard Index Fds | 33.3K | $6.36M | 3.0% | +5.7K | Added |
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