Boise, IDCIK 20593445 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
151 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 162.0K | $54.3K | 15.3% | −702 | Reduced |
| 2 | Capital Grp Fixed Incm ETF T | 1.38M | $35.8K | 10.1% | +1.17M | Added |
| 3 | Capital Grp Fixed Incm ETF T | 1.11M | $25.2K | 7.1% | −498.7K | Reduced |
| 4 | Capital Group Dividend Value |
| 480.2K |
| $21.0K |
| 5.9% |
| +20.8K |
| Added |
| 5 | Ishares Tr | 68.8K | $13.7K | 3.8% | +856 | Added |
| 6 | First Tr Exchng Traded Fd Vi | 259.9K | $11.5K | 3.2% | −12.6K | Reduced |
| 7 | Dimensional ETF Trust | 135.9K | $9.5K | 2.7% | +4.9K | Added |
| 8 | Pacer Fds Tr | 152.3K | $9.2K | 2.6% | +4.2K | Added |
| 9 | Invesco Exchange Traded Fd T | 76.5K | $8.7K | 2.4% | −2.4K | Reduced |
| 10 | Ishares Tr | 100.3K | $8.0K | 2.2% | +3.6K | Added |
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