Coral Gables, FLCIK 20589215 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
190 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 82.8K | $3.80M | 2.6% | +6.8K | Added |
| 2 | Vanguard Malvern Fds | 67.2K | $3.33M | 2.3% | −13.2K | Reduced |
| 3 | Vanguard World Fd | 16.5K | $3.04M | 2.1% | −134 | Reduced |
| 4 | Vanguard Whitehall Fds |
| 40.2K |
| $2.71M |
| 1.9% |
| +505 |
| Added |
| 5 | Vanguard Index Fds | 8.0K | $2.69M | 1.9% | +17 | Added |
| 6 | Ishares Tr | 37.2K | $2.68M | 1.8% | +15.2K | Added |
| 7 | Vanguard Tax-Managed Fds | 39.6K | $2.48M | 1.7% | −373 | Reduced |
| 8 | Ishares Tr | 37.9K | $2.16M | 1.5% | +8 | Added |
| 9 | Vanguard Charlotte Fds | 44.5K | $2.15M | 1.5% | +302 | Added |
| 10 | Wisdomtree Tr | 41.7K | $2.10M | 1.4% | −5.5K | Reduced |
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