Winter Park, FLCIK 20963381 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 333.3K | $24.72M | 21.5% | +333.3K | New Position |
| 2 | Vanguard Bd Index Fds | 165.8K | $13.07M | 11.3% | +165.8K | New Position |
| 3 | Vanguard Bd Index Fds | 148.1K | $11.53M | 10.0% | +148.1K | New Position |
| 4 |
| Dimensional ETF Trust |
| 105.7K |
| $5.27M |
| 4.6% |
| +105.7K |
| New Position |
| 5 | Dimensional ETF Trust | 73.7K | $5.13M | 4.5% | +73.7K | New Position |
| 6 | American Centy ETF Tr | 51.6K | $4.44M | 3.9% | +51.6K | New Position |
| 7 | American Centy ETF Tr | 56.4K | $4.35M | 3.8% | +56.4K | New Position |
| 8 | Dimensional ETF Trust | 71.6K | $4.26M | 3.7% | +71.6K | New Position |
| 9 | American Centy ETF Tr | 52.7K | $3.75M | 3.3% | +52.7K | New Position |
| 10 | Vanguard Tax-Managed Fds | 54.5K | $3.41M | 3.0% | +54.5K | New Position |
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