Gilbert, AZCIK 20826738 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 238.2K | $79.87M | 40.3% | −15.4K | Reduced |
| 2 | Vanguard Star Fds | 348.1K | $26.26M | 13.3% | −17.2K | Reduced |
| 3 | Vanguard Bd Index Fds | 229.9K | $17.03M | 8.6% | +23.5K | Added |
| 4 | Vanguard Charlotte Fds |
| 316.8K |
| $15.31M |
| 7.7% |
| −3.3K |
| Reduced |
| 5 | Vanguard Index Fds | 21.3K | $13.37M | 6.7% | −1.0K | Reduced |
| 6 | Vanguard Index Fds | 33.4K | $6.98M | 3.5% | −407 | Reduced |
| 7 | Vanguard Index Fds | 9.6K | $4.69M | 2.4% | −416 | Reduced |
| 8 | Vanguard Intl Equity Index F | 57.6K | $4.24M | 2.1% | −42.5K | Reduced |
| 9 | Nvidia Corporation | 19.3K | $3.60M | 1.8% | −1.4K | Reduced |
| 10 | Vanguard Index Fds | 17.3K | $3.30M | 1.7% | −288 | Reduced |
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