Kansas City, MOCIK 20657714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 34.4K | $13.62M | 10.3% | −723 | Reduced |
| 2 | Ishares Tr | 36.1K | $13.50M | 10.2% | −707 | Reduced |
| 3 | Berkshire Hathaway Inc Del | 23.7K | $11.89M | 9.0% | +445 | Added |
| 4 | Schwab Strategic Tr |
| 419.4K |
| $11.41M |
| 8.6% |
| +5.9K |
| Added |
| 5 | Goldman Sachs ETF Tr | 81.5K | $10.79M | 8.2% | +755 | Added |
| 6 | Capital Group Dividend Value | 205.2K | $8.96M | 6.8% | +3.6K | Added |
| 7 | Ishares Tr | 84.9K | $8.91M | 6.7% | −1.1K | Reduced |
| 8 | Goldman Sachs ETF Tr | 77.6K | $7.75M | 5.9% | +549 | Added |
| 9 | Vanguard Scottsdale Fds | 61.2K | $7.45M | 5.6% | +19 | Added |
| 10 | Capital Group Growth ETF | 108.2K | $4.81M | 3.6% | +5.3K | Added |
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