Troy, MICIK 20967005 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 544.7K | $43.43M | 20.4% | +65.4K | Added |
| 2 | Vanguard Tax-Managed Fds | 396.1K | $24.74M | 11.6% | +131.4K | Added |
| 3 | Vanguard Index Fds | 82.7K | $23.99M | 11.3% | +16.3K | Added |
| 4 | Spdr Series Trust |
| 181.3K |
| $16.18M |
| 7.6% |
| +32.6K |
| Added |
| 5 | Dimensional ETF Trust | 399.2K | $15.17M | 7.1% | +144.6K | Added |
| 6 | Schwab Strategic Tr | 392.6K | $12.81M | 6.0% | −130.3K | Reduced |
| 7 | Apple Inc | 34.3K | $9.33M | 4.4% | −2.8K | Reduced |
| 8 | Schwab Strategic Tr | 177.0K | $8.00M | 3.8% | +55.5K | Added |
| 9 | Microsoft Corp | 10.1K | $4.90M | 2.3% | −1.0K | Reduced |
| 10 | Vanguard Mun Bd Fds | 69.1K | $3.47M | 1.6% | +2.0K | Added |
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