Rockville, MDCIK 21093871 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 661.5K | $28.2K | 23.4% | +661.5K | New Position |
| 2 | Dimensional ETF Trust | 299.8K | $11.9K | 9.9% | +299.8K | New Position |
| 3 | American Centy ETF Tr | 259.7K | $10.9K | 9.1% | +259.7K | New Position |
| 4 |
| Ishares Tr |
| 20.1K |
| $9.5K |
| 7.9% |
| +20.1K |
| New Position |
| 5 | American Centy ETF Tr | 90.2K | $9.2K | 7.6% | +90.2K | New Position |
| 6 | American Centy ETF Tr | 179.1K | $8.4K | 7.0% | +179.1K | New Position |
| 7 | American Centy ETF Tr | 72.6K | $6.0K | 5.0% | +72.6K | New Position |
| 8 | Dimensional ETF Trust | 98.2K | $5.8K | 4.9% | +98.2K | New Position |
| 9 | Vanguard Bd Index Fds | 60.7K | $4.8K | 4.0% | +60.7K | New Position |
| 10 | American Centy ETF Tr | 54.2K | $4.2K | 3.5% | +54.2K | New Position |
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