Baltimore, MDCIK 20552354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
112 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Price T Rowe Group Inc | 306.3K | $31.36M | 15.7% | −9.6K | Reduced |
| 2 | Vanguard Star Fds | 163.7K | $12.35M | 6.2% | +2.9K | Added |
| 3 | Ea Series Trust | 431.1K | $9.80M | 4.9% | +99.5K | Added |
| 4 | Vanguard Index Fds |
| 25.9K |
| $8.69M |
| 4.4% |
| +1.8K |
| Added |
| 5 | Vanguard Bd Index Fds | 96.6K | $7.16M | 3.6% | −65 | Reduced |
| 6 | Schwab Strategic Tr | 272.8K | $6.56M | 3.3% | −2.7K | Reduced |
| 7 | Ea Series Trust | 69.6K | $6.25M | 3.1% | +24.5K | Added |
| 8 | Schwab Strategic Tr | 225.2K | $5.65M | 2.8% | +66.9K | Added |
| 9 | Vanguard Index Fds | 7.7K | $4.84M | 2.4% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 19.7K | $4.13M | 2.1% | −1.1K | Reduced |
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