Winter Park, FLCIK 21064571 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
195 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.61M | $75.30M | 19.8% | +1.61M | New Position |
| 2 | Dimensional ETF Trust | 865.7K | $41.51M | 10.9% | +865.7K | New Position |
| 3 | Vanguard Bd Index Fds | 516.9K | $25.76M | 6.8% | +516.9K | New Position |
| 4 |
| American Centy ETF Tr |
| 305.4K |
| $25.14M |
| 6.6% |
| +305.4K |
| New Position |
| 5 | Blackrock ETF Trust II | 464.1K | $24.49M | 6.5% | +464.1K | New Position |
| 6 | Vanguard Malvern Fds | 217.6K | $10.76M | 2.8% | +217.6K | New Position |
| 7 | Dimensional ETF Trust | 218.3K | $7.15M | 1.9% | +218.3K | New Position |
| 8 | American Centy ETF Tr | 91.9K | $7.07M | 1.9% | +91.9K | New Position |
| 9 | Vanguard Index Fds | 14.4K | $7.04M | 1.9% | +14.4K | New Position |
| 10 | Microsoft Corp | 13.8K | $6.69M | 1.8% | +13.8K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio