Lewiston, IDCIK 20593495 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 197.1K | $24.0K | 10.9% | −1.8K | Reduced |
| 2 | Vanguard Index Fds | 106.6K | $20.4K | 9.3% | +687 | Added |
| 3 | Schwab Strategic Tr | 708.9K | $19.4K | 8.8% | +500 | Added |
| 4 | Ishares Tr |
| 96.3K |
| $17.5K |
| 7.9% |
| −238 |
| Reduced |
| 5 | Select Sector Spdr Tr | 106.8K | $15.4K | 7.0% | +53.2K | Added |
| 6 | Ishares Tr | 315.9K | $14.7K | 6.7% | +3.3K | Added |
| 7 | Schwab Strategic Tr | 443.8K | $14.5K | 6.6% | −1.7K | Reduced |
| 8 | Spdr Series Trust | 106.8K | $11.4K | 5.2% | −1.7K | Reduced |
| 9 | Pimco ETF Tr | 104.3K | $10.5K | 4.8% | +2.0K | Added |
| 10 | Vanguard Scottsdale Fds | 170.5K | $10.0K | 4.6% | +8.5K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio