Frederick, MDCIK 20553284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | 136.9K | $13.46M | 7.4% | −1.5K | Reduced |
| 2 | Spdr Series Trust | 153.4K | $13.09M | 7.2% | −2.5K | Reduced |
| 3 | First Tr Exchange Traded Fd | 195.5K | $12.30M | 6.7% | +5.1K | Added |
| 4 | Spdr Series Trust |
| 105.6K |
| $10.37M |
| 5.7% |
| +3.1K |
| Added |
| 5 | First Tr Exchng Traded Fd Vi | 296.5K | $10.16M | 5.6% | +4.4K | Added |
| 6 | Ishares Tr | 20.5K | $9.69M | 5.3% | −27 | Reduced |
| 7 | First Tr Exchange Traded Fd | 114.5K | $7.95M | 4.4% | +2.8K | Added |
| 8 | Apple Inc | 23.0K | $6.26M | 3.4% | +325 | Added |
| 9 | Vanguard Specialized Funds | 27.6K | $6.08M | 3.3% | −617 | Reduced |
| 10 | Vanguard Scottsdale Fds | 48.0K | $5.85M | 3.2% | −2.2K | Reduced |
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