Belmont, MACIK 20770503 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
442 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 163.0K | $5.32M | 4.5% | +77 | Added |
| 2 | Vanguard Index Fds | 15.8K | $5.31M | 4.5% | −70 | Reduced |
| 3 | Ishares Tr | 6.9K | $4.74M | 4.1% | +24 | Added |
| 4 | Vanguard Index Fds |
| 23.7K |
| $4.53M |
| 3.9% |
| +417 |
| Added |
| 5 | Invesco Exch Traded Fd Tr II | 35.3K | $4.05M | 3.5% | +2.2K | Added |
| 6 | Goldman Sachs ETF Tr | 82.3K | $3.54M | 3.0% | +1.4K | Added |
| 7 | Invesco Exchange Traded Fd T | 52.2K | $2.96M | 2.5% | +2.5K | Added |
| 8 | Vanguard World Fd | 3.6K | $2.72M | 2.3% | +7 | Added |
| 9 | Dimensional ETF Trust | 70.8K | $2.70M | 2.3% | +2.1K | Added |
| 10 | Ishares Tr | 35.9K | $2.69M | 2.3% | +1.3K | Added |
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