Coral Gables, FLCIK 21095951 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 257.9K | $8.42M | 8.7% | +257.9K | New Position |
| 2 | Dimensional ETF Trust | 142.4K | $5.41M | 5.6% | +142.4K | New Position |
| 3 | J P Morgan Exchange Traded F | 101.9K | $5.16M | 5.3% | +101.9K | New Position |
| 4 |
| Vanguard World Fd |
| 29.4K |
| $4.15M |
| 4.3% |
| +29.4K |
| New Position |
| 5 | Pgim ETF Tr | 63.3K | $3.25M | 3.4% | +63.3K | New Position |
| 6 | Spdr Series Trust | 79.7K | $2.69M | 2.8% | +79.7K | New Position |
| 7 | Dimensional ETF Trust | 44.5K | $2.65M | 2.7% | +44.5K | New Position |
| 8 | Ishares Tr | 28.4K | $2.36M | 2.4% | +28.4K | New Position |
| 9 | Invesco Exch Traded Fd Tr II | 19.2K | $2.29M | 2.4% | +19.2K | New Position |
| 10 | Ishares Tr | 22.1K | $2.22M | 2.3% | +22.1K | New Position |
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