Gaithersburg, MDCIK 20961102 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 32.5K | $13.42M | 11.7% | +32.5K | New Position |
| 2 | Vanguard Specialized Funds | 51.6K | $11.35M | 9.9% | +51.6K | New Position |
| 3 | Vanguard Whitehall Fds | 53.5K | $7.68M | 6.7% | +53.5K | New Position |
| 4 |
| Spdr Index Shs Fds |
| 141.4K |
| $6.28M |
| 5.5% |
| +141.4K |
| New Position |
| 5 | J P Morgan Exchange Traded F | 100.4K | $5.08M | 4.4% | +100.4K | New Position |
| 6 | Ishares Tr | 22.5K | $4.46M | 3.9% | +22.5K | New Position |
| 7 | J P Morgan Exchange Traded F | 60.6K | $3.28M | 2.8% | +60.6K | New Position |
| 8 | Vanguard Tax-Managed Fds | 48.1K | $3.00M | 2.6% | +48.1K | New Position |
| 9 | Ishares Tr | 30.4K | $2.86M | 2.5% | +30.4K | New Position |
| 10 | Spdr Series Trust | 30.0K | $2.74M | 2.4% | +30.0K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio