Saint Petersburg, FLCIK 21069681 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
99 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 31.6K | $9.18M | 7.5% | +31.6K | New Position |
| 2 | Microsoft Corp | 15.7K | $7.58M | 6.2% | +15.7K | New Position |
| 3 | Nvidia Corporation | 33.3K | $6.20M | 5.1% | +33.3K | New Position |
| 4 |
| 21.2K |
| $5.76M |
| 4.7% |
| +21.2K |
| New Position |
| 5 | Vanguard Tax-Managed Fds | 79.0K | $4.94M | 4.0% | +79.0K | New Position |
| 6 | Ishares Tr | 52.2K | $4.67M | 3.8% | +52.2K | New Position |
| 7 | Alphabet Inc | 14.8K | $4.62M | 3.8% | +14.8K | New Position |
| 8 | Dimensional ETF Trust | 50.4K | $3.51M | 2.9% | +50.4K | New Position |
| 9 | Alphabet Inc | 9.8K | $3.06M | 2.5% | +9.8K | New Position |
| 10 | American Centy ETF Tr | 39.2K | $3.02M | 2.5% | +39.2K | New Position |
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