South Miami, FLCIK 20560714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
129 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 758.6K | $30.03M | 18.6% | −5.1K | Reduced |
| 2 | Dimensional ETF Trust | 301.3K | $17.94M | 11.1% | +7.5K | Added |
| 3 | Spdr Series Trust | 598.6K | $17.26M | 10.7% | +90.4K | Added |
| 4 | Ishares Tr |
| 95.2K |
| $10.20M |
| 6.3% |
| +34.3K |
| Added |
| 5 | Dimensional ETF Trust | 347.8K | $9.19M | 5.7% | +2.5K | Added |
| 6 | Dimensional ETF Trust | 159.5K | $8.63M | 5.3% | −2.0K | Reduced |
| 7 | Dimensional ETF Trust | 246.0K | $8.48M | 5.2% | +1.6K | Added |
| 8 | Dimensional ETF Trust | 248.6K | $8.22M | 5.1% | −10.6K | Reduced |
| 9 | Dimensional ETF Trust | 152.5K | $5.80M | 3.6% | +6.3K | Added |
| 10 | Dimensional ETF Trust | 156.0K | $4.94M | 3.1% | −4.8K | Reduced |
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