Gaithersburg, MDCIK 21095221 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 530.9K | $21.02M | 20.1% | +530.9K | New Position |
| 2 | Dimensional ETF Trust | 324.8K | $19.34M | 18.5% | +324.8K | New Position |
| 3 | American Centy ETF Tr | 197.2K | $11.58M | 11.1% | +197.2K | New Position |
| 4 |
| American Centy ETF Tr |
| 150.4K |
| $11.40M |
| 10.9% |
| +150.4K |
| New Position |
| 5 | Dimensional ETF Trust | 299.1K | $11.37M | 10.9% | +299.1K | New Position |
| 6 | American Centy ETF Tr | 102.6K | $7.31M | 7.0% | +102.6K | New Position |
| 7 | American Centy ETF Tr | 57.1K | $4.40M | 4.2% | +57.1K | New Position |
| 8 | Dimensional ETF Trust | 102.0K | $3.89M | 3.7% | +102.0K | New Position |
| 9 | Dimensional ETF Trust | 114.3K | $3.72M | 3.6% | +114.3K | New Position |
| 10 | Dimensional ETF Trust | 78.7K | $3.67M | 3.5% | +78.7K | New Position |
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