Kansas City, MOCIK 20762154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
263 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 2.32M | $48.99M | 27.9% | +136.5K | Added |
| 2 | Schwab Strategic Tr | 1.75M | $47.94M | 27.3% | +104.0K | Added |
| 3 | Ishares Tr | 1.85M | $44.95M | 25.6% | +86.6K | Added |
| 4 | Wisdomtree Tr |
| 48.8K |
| $4.36M |
| 2.5% |
| +7.2K |
| Added |
| 5 | Dbx ETF Tr | 80.3K | $3.86M | 2.2% | +13.6K | Added |
| 6 | Ishares Tr | 39.0K | $3.67M | 2.1% | +6.0K | Added |
| 7 | Microsoft Corp | 2.6K | $1.26M | 0.7% | +2.0K | Added |
| 8 | Palantir Technologies Inc | 6.4K | $1.13M | 0.6% | +6.4K | New |
| 9 | Apple Inc | 3.4K | $933.7K | 0.5% | +794 | Added |
| 10 | Spdr S&P 500 ETF Tr | 1.3K | $858.3K | 0.5% | +785 | Added |
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