Salt Lake City, UTCIK 21001301 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 29.8K | $18.32M | 16.1% | +29.8K | New Position |
| 2 | Schwab Strategic Tr | 435.9K | $13.11M | 11.5% | +435.9K | New Position |
| 3 | Goldman Sachs ETF Tr | 112.9K | $11.28M | 9.9% | +112.9K | New Position |
| 4 |
| 16.3K |
| $10.20M |
| 9.0% |
| +16.3K |
| New Position |
| 5 | Ishares Tr | 67.8K | $8.15M | 7.2% | +67.8K | New Position |
| 6 | Schwab Strategic Tr | 259.4K | $7.39M | 6.5% | +259.4K | New Position |
| 7 | Blackrock ETF Trust II | 134.9K | $6.98M | 6.1% | +134.9K | New Position |
| 8 | Schwab Strategic Tr | 251.5K | $6.77M | 6.0% | +251.5K | New Position |
| 9 | Vanguard Index Fds | 19.1K | $5.54M | 4.9% | +19.1K | New Position |
| 10 | Applied Digital Corp | 148.3K | $3.64M | 3.2% | +148.3K | New Position |
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