Phoenix, AZCIK 20567114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 256.1K | $20.54M | 29.5% | +16.4K | Added |
| 2 | Spdr Gold Tr | 14.3K | $5.65M | 8.1% | −1.3K | Reduced |
| 3 | Ishares Tr | 49.4K | $4.94M | 7.1% | +4.0K | Added |
| 4 | Vanguard Whitehall Fds |
| 32.9K |
| $2.96M |
| 4.2% |
| +2.8K |
| Added |
| 5 | Invesco Exch Traded Fd Tr II | 52.1K | $2.90M | 4.2% | +5.2K | Added |
| 6 | Vanguard Index Fds | 13.0K | $2.48M | 3.6% | +13.0K | New |
| 7 | Fidelity Covington Trust | 36.5K | $1.80M | 2.6% | +36.5K | New |
| 8 | Capital Group Equity ETF Tr | 57.4K | $1.66M | 2.4% | +5.5K | Added |
| 9 | Invesco Qqq Tr | 2.3K | $1.41M | 2.0% | +197 | Added |
| 10 | Capital Grp Fixed Incm ETF T | 58.8K | $1.33M | 1.9% | −971 | Reduced |
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