Tucson, AZCIK 20852569 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
169 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 678.8K | $23.57M | 8.2% | −9.0K | Reduced |
| 2 | Dimensional ETF Trust | 351.6K | $19.70M | 6.8% | −893 | Reduced |
| 3 | Dimensional ETF Trust | 681.6K | $18.33M | 6.4% | +25.8K | Added |
| 4 | Dimensional ETF Trust |
| 545.3K |
| $14.94M |
| 5.2% |
| +21.1K |
| Added |
| 5 | Dimensional ETF Trust | 505.5K | $13.57M | 4.7% | +8.9K | Added |
| 6 | Dimensional ETF Trust | 322.2K | $8.09M | 2.8% | +30.2K | Added |
| 7 | Schwab Strategic Tr | 270.9K | $7.93M | 2.8% | +2.8K | Added |
| 8 | Spdr Series Trust | 82.9K | $7.27M | 2.5% | +944 | Added |
| 9 | Ishares Tr | 54.7K | $6.02M | 2.1% | +2.9K | Added |
| 10 | Apple Inc | 21.2K | $5.48M | 1.9% | +5.2K | Added |
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