Minden, LACIK 20555544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
123 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 721.9K | $23.55M | 13.3% | −359 | Reduced |
| 2 | Schwab Strategic Tr | 763.8K | $22.62M | 12.8% | +28.2K | Added |
| 3 | Fidelity Merrimack Str Tr | 362.4K | $16.69M | 9.4% | +7.4K | Added |
| 4 | Invesco Exch Trd Slf Idx Fd |
| 339.5K |
| $6.70M |
| 3.8% |
| +11.9K |
| Added |
| 5 | Invesco Exch Trd Slf Idx Fd | 314.6K | $6.16M | 3.5% | +17.3K | Added |
| 6 | Schwab Strategic Tr | 195.9K | $5.58M | 3.1% | +195.9K | New |
| 7 | Exxon Mobil Corp | 39.9K | $4.80M | 2.7% | −601 | Reduced |
| 8 | Sei Exchange Traded Funds | 120.7K | $4.70M | 2.6% | +6.9K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 61.3K | $4.38M | 2.5% | +3.9K | Added |
| 10 | Jpmorgan Chase & Co. | 13.6K | $4.37M | 2.5% | −981 | Reduced |
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