Scottsdale, AZCIK 21106791 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
168 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 163.1K | $10.19M | 5.0% | +163.1K | New Position |
| 2 | Nvidia Corporation | 42.5K | $7.93M | 3.9% | +42.5K | New Position |
| 3 | Ishares Gold Tr | 80.8K | $6.56M | 3.2% | +80.8K | New Position |
| 4 |
| 22.8K |
| $6.20M |
| 3.0% |
| +22.8K |
| New Position |
| 5 | Spdr S&P 500 ETF Tr | 9.1K | $6.18M | 3.0% | +9.1K | New Position |
| 6 | Vanguard Index Fds | 20.4K | $5.93M | 2.9% | +20.4K | New Position |
| 7 | Ishares Tr | 27.2K | $5.84M | 2.8% | +27.2K | New Position |
| 8 | Schwab Strategic Tr | 211.6K | $5.80M | 2.8% | +211.6K | New Position |
| 9 | Dimensional ETF Trust | 146.2K | $5.79M | 2.8% | +146.2K | New Position |
| 10 | Vanguard Index Fds | 30.1K | $5.75M | 2.8% | +30.1K | New Position |
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