Winter Park, FLCIK 20529334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 487.4K | $29.02M | 17.9% | +24.6K | Added |
| 2 | Dimensional ETF Trust | 642.4K | $25.43M | 15.7% | +29.6K | Added |
| 3 | Dimensional ETF Trust | 483.1K | $18.36M | 11.3% | +22.5K | Added |
| 4 | Dimensional ETF Trust |
| 354.8K |
| $13.49M |
| 8.3% |
| +27.8K |
| Added |
| 5 | Dimensional ETF Trust | 346.8K | $11.95M | 7.4% | +12.4K | Added |
| 6 | Dimensional ETF Trust | 180.0K | $8.39M | 5.2% | −911 | Reduced |
| 7 | Dimensional ETF Trust | 210.6K | $6.97M | 4.3% | +11.8K | Added |
| 8 | Dimensional ETF Trust | 269.6K | $6.18M | 3.8% | +29.1K | Added |
| 9 | Dimensional ETF Trust | 62.5K | $3.73M | 2.3% | +11.2K | Added |
| 10 | Dimensnl Ultrashrt Fixed | 54.2K | $2.75M | 1.7% | −5.4K | Reduced |
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