Lakewood, COCIK 20666381 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
177 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 79.8K | $54.65M | 14.1% | +79.8K | New Position |
| 2 | Ishares Tr | 502.8K | $50.22M | 13.0% | +502.8K | New Position |
| 3 | Spdr S&P 500 ETF Tr | 37.1K | $25.30M | 6.5% | +37.1K | New Position |
| 4 | Ishares Tr |
| 272.8K |
| $24.40M |
| 6.3% |
| +272.8K |
| New Position |
| 5 | Vanguard Index Fds | 21.9K | $13.73M | 3.6% | +21.9K | New Position |
| 6 | Proshares Tr | 166.9K | $9.67M | 2.5% | +166.9K | New Position |
| 7 | Vanguard Index Fds | 37.4K | $9.65M | 2.5% | +37.4K | New Position |
| 8 | Vanguard Index Fds | 33.2K | $9.63M | 2.5% | +33.2K | New Position |
| 9 | Vanguard Index Fds | 48.8K | $9.31M | 2.4% | +48.8K | New Position |
| 10 | Nvidia Corporation | 47.9K | $8.94M | 2.3% | +47.9K | New Position |
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