Scottsdale, AZCIK 20563064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
274 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 170.3K | $46.29M | 9.9% | +132.3K | Added |
| 2 | Vanguard Tax-Managed Fds | 231.5K | $14.46M | 3.1% | +16.0K | Added |
| 3 | Spdr Series Trust | 84.0K | $11.68M | 2.5% | +2.9K | Added |
| 4 | Schwab Strategic Tr |
| 315.7K |
| $10.30M |
| 2.2% |
| +8.6K |
| Added |
| 5 | Jpmorgan Chase & Co. | 29.0K | $9.34M | 2.0% | +3.1K | Added |
| 6 | Microsoft Corp | 19.2K | $9.31M | 2.0% | +3.5K | Added |
| 7 | Ishares Tr | 13.1K | $8.94M | 1.9% | +93 | Added |
| 8 | Schwab Strategic Tr | 312.6K | $8.57M | 1.8% | +13.5K | Added |
| 9 | Ishares Tr | 83.2K | $7.44M | 1.6% | +711 | Added |
| 10 | Berkshire Hathaway Inc Del | 14.6K | $7.34M | 1.6% | +1.4K | Added |
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