Jacksonville, FLCIK 21044021 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 262.6K | $8.57M | 8.7% | +262.6K | New Position |
| 2 | Schwab Strategic Tr | 284.5K | $7.46M | 7.5% | +284.5K | New Position |
| 3 | Vanguard World Fd | 9.1K | $6.89M | 7.0% | +9.1K | New Position |
| 4 |
| 36.1K |
| $5.20M |
| 5.3% |
| +36.1K |
| New Position |
| 5 | Vanguard Index Fds | 12.5K | $3.94M | 4.0% | +12.5K | New Position |
| 6 | Vanguard World Fd | 27.7K | $3.70M | 3.7% | +27.7K | New Position |
| 7 | Schwab Strategic Tr | 137.2K | $3.69M | 3.7% | +137.2K | New Position |
| 8 | Vanguard World Fd | 11.5K | $3.31M | 3.3% | +11.5K | New Position |
| 9 | Invesco Qqq Tr | 4.6K | $2.85M | 2.9% | +4.6K | New Position |
| 10 | World Gold Tr | 27.6K | $2.36M | 2.4% | +27.6K | New Position |
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