Sarasota, FLCIK 21106871 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 | Vanguard Index Fds | 70.7K | $23.70M | 22.7% | +70.7K | New Position |
| 2 | Vanguard Specialized Funds | 80.4K | $17.66M | 16.9% | +80.4K | New Position |
| 3 | Vanguard Whitehall Fds | 118.0K | $16.94M | 16.2% | +118.0K | New Position |
| 4 |
| Ishares Tr |
| 13.2K |
| $9.05M |
| 8.7% |
| +13.2K |
| New Position |
| 5 | Vanguard Bd Index Fds | 105.9K | $7.84M | 7.5% | +105.9K | New Position |
| 6 | Wisdomtree Tr | 128.1K | $6.44M | 6.2% | +128.1K | New Position |
| 7 | Invesco Qqq Tr | 5.7K | $3.50M | 3.4% | +5.7K | New Position |
| 8 | Vanguard Index Fds | 5.4K | $3.37M | 3.2% | +5.4K | New Position |
| 9 | Ishares Tr | 35.0K | $3.29M | 3.2% | +35.0K | New Position |
| 10 | Vanguard World Fd | 17.6K | $3.25M | 3.1% | +17.6K | New Position |
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