Boca Raton, FLCIK 20934002 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
29 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 25.0K | $15.71M | 18.4% | +498 | Added |
| 2 | Invesco Qqq Tr | 19.5K | $11.98M | 14.0% | +317 | Added |
| 3 | Spdr S&P 500 ETF Tr | 14.1K | $9.59M | 11.2% | +328 | Added |
| 4 | Ishares Tr |
| 25.4K |
| $9.50M |
| 11.1% |
| +613 |
| Added |
| 5 | Vanguard Specialized Funds | 42.3K | $9.29M | 10.9% | −235 | Reduced |
| 6 | Ishares Tr | 51.1K | $6.30M | 7.4% | +3.7K | Added |
| 7 | Ishares Tr | 23.9K | $3.56M | 4.2% | −16 | Reduced |
| 8 | Ishares Tr | 6.6K | $3.14M | 3.7% | +498 | Added |
| 9 | Microsoft Corp | 6.2K | $3.01M | 3.5% | +95 | Added |
| 10 | Vanguard Scottsdale Fds | 7.3K | $2.24M | 2.6% | 0 | Held |
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