Phoenix, AZCIK 20802676 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 137.7K | $13.83M | 10.4% | +5.4K | Added |
| 2 | Vanguard Index Fds | 38.5K | $12.91M | 9.7% | −2.3K | Reduced |
| 3 | Schwab Strategic Tr | 417.5K | $11.24M | 8.5% | −102.9K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 125.9K |
| $7.87M |
| 5.9% |
| +17.7K |
| Added |
| 5 | Apple Inc | 27.6K | $7.50M | 5.6% | +209 | Added |
| 6 | Invesco Exch Trd Slf Idx Fd | 279.8K | $5.52M | 4.2% | +42.6K | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 256.3K | $5.28M | 4.0% | +34.3K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 263.0K | $5.15M | 3.9% | +27.9K | Added |
| 9 | Schwab Strategic Tr | 191.8K | $5.03M | 3.8% | −2.9K | Reduced |
| 10 | Vanguard Index Fds | 7.8K | $4.87M | 3.7% | −661 | Reduced |
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