Timonium, MDCIK 20943322 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
162 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 1.57M | $73.44M | 10.0% | +9.2K | Added |
| 2 | Dimensional ETF Trust | 1.79M | $68.38M | 9.3% | +66.1K | Added |
| 3 | Starboard Invt Tr | 2.19M | $62.43M | 8.5% | +11.0K | Added |
| 4 | Vanguard Index Fds |
| 300.5K |
| $53.30M |
| 7.3% |
| +6.0K |
| Added |
| 5 | Ishares Tr | 406.3K | $48.82M | 6.7% | +4.9K | Added |
| 6 | J P Morgan Exchange Traded F | 441.7K | $40.99M | 5.6% | +2.6K | Added |
| 7 | Vanguard Index Fds | 204.4K | $39.05M | 5.3% | +3.0K | Added |
| 8 | Schwab Strategic Tr | 996.7K | $27.12M | 3.7% | +11.4K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 364.1K | $26.00M | 3.6% | +10.8K | Added |
| 10 | Vanguard Star Fds | 201.9K | $15.23M | 2.1% | +2.9K | Added |
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