Milford, CTCIK 20978981 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 73.2K | $8.07M | 7.7% | +73.2K | New Position |
| 2 | Vanguard Scottsdale Fds | 158.9K | $7.48M | 7.2% | +158.9K | New Position |
| 3 | Apple Inc | 23.7K | $6.44M | 6.2% | +23.7K | New Position |
| 4 | Ishares Tr |
| 214.3K |
| $4.93M |
| 4.7% |
| +214.3K |
| New Position |
| 5 | Ishares Tr | 31.2K | $4.63M | 4.4% | +31.2K | New Position |
| 6 | Dimensional ETF Trust | 98.5K | $3.75M | 3.6% | +98.5K | New Position |
| 7 | Nvidia Corporation | 19.5K | $3.63M | 3.5% | +19.5K | New Position |
| 8 | Invesco Exch Traded Fd Tr II | 152.8K | $3.54M | 3.4% | +152.8K | New Position |
| 9 | Blackrock ETF Trust | 57.7K | $3.51M | 3.4% | +57.7K | New Position |
| 10 | Invesco Actively Managed Exc | 130.0K | $3.32M | 3.2% | +130.0K | New Position |
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