Independence, MOCIK 20970372 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 56.8K | $16.48M | 10.7% | +19.7K | Added |
| 2 | Ishares Tr | 52.9K | $14.66M | 9.5% | +22.4K | Added |
| 3 | Spdr S&P 500 ETF Tr | 16.3K | $11.10M | 7.2% | +3.0K | Added |
| 4 | Schwab Strategic Tr |
| 401.5K |
| $10.92M |
| 7.1% |
| +214.5K |
| Added |
| 5 | American Centy ETF Tr | 108.7K | $8.95M | 5.8% | +43.3K | Added |
| 6 | Vanguard Bd Index Fds | 103.0K | $8.02M | 5.2% | +43.8K | Added |
| 7 | Vanguard Index Fds | 30.4K | $7.83M | 5.1% | +13.9K | Added |
| 8 | Select Sector Spdr Tr | 45.2K | $6.50M | 4.2% | +26.8K | Added |
| 9 | Ishares Tr | 43.8K | $4.37M | 2.8% | −173 | Reduced |
| 10 | Invesco Exchange Traded Fd T | 36.8K | $3.77M | 2.4% | −698 | Reduced |
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