Scottsdale, AZCIK 21074491 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
260 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 16.9K | $11.5K | 9.8% | +16.9K | New Position |
| 2 | Ishares Tr | 13.1K | $9.0K | 7.7% | +13.1K | New Position |
| 3 | Vanguard Index Fds | 23.8K | $7.2K | 6.2% | +23.8K | New Position |
| 4 | Vanguard Index Fds |
| 30.6K |
| $6.5K |
| 5.5% |
| +30.6K |
| New Position |
| 5 | Dimensional ETF Trust | 165.6K | $6.3K | 5.4% | +165.6K | New Position |
| 6 | Vanguard Scottsdale Fds | 73.8K | $5.9K | 5.0% | +73.8K | New Position |
| 7 | Dimensional ETF Trust | 151.9K | $4.9K | 4.2% | +151.9K | New Position |
| 8 | J P Morgan Exchange Traded F | 89.9K | $4.5K | 3.9% | +89.9K | New Position |
| 9 | Dimensional ETF Trust | 82.3K | $3.9K | 3.3% | +82.3K | New Position |
| 10 | Dimensional ETF Trust | 166.0K | $3.8K | 3.2% | +166.0K | New Position |
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