Palm Beach Gardens, FLCIK 20545434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
138 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 141.6K | $14.44M | 11.4% | +7.9K | Added |
| 2 | Dimensional ETF Trust | 224.2K | $8.88M | 7.0% | −1.1K | Reduced |
| 3 | Vanguard Scottsdale Fds | 142.1K | $8.52M | 6.7% | −3.2K | Reduced |
| 4 | American Centy ETF Tr |
| 87.0K |
| $8.17M |
| 6.4% |
| −1.1K |
| Reduced |
| 5 | Ea Series Trust | 247.4K | $5.76M | 4.5% | −11.4K | Reduced |
| 6 | Vanguard Malvern Fds | 99.1K | $4.90M | 3.9% | −2.6K | Reduced |
| 7 | Dimensional ETF Trust | 92.9K | $4.64M | 3.7% | +3.1K | Added |
| 8 | American Centy ETF Tr | 49.9K | $3.85M | 3.0% | −376 | Reduced |
| 9 | Dimensional ETF Trust | 39.7K | $2.95M | 2.3% | +4.1K | Added |
| 10 | Dimensional ETF Trust | 69.3K | $2.64M | 2.1% | +5.3K | Added |
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