Sarasota, FLCIK 21107601 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 117.6K | $39.44M | 31.4% | +117.6K | New Position |
| 2 | Vanguard Scottsdale Fds | 226.9K | $13.33M | 10.6% | +226.9K | New Position |
| 3 | Ishares Tr | 83.3K | $12.39M | 9.9% | +83.3K | New Position |
| 4 |
| 96.3K |
| $7.26M |
| 5.8% |
| +96.3K |
| New Position |
| 5 | Berkshire Hathaway Inc Del | 13.7K | $6.91M | 5.5% | +13.7K | New Position |
| 6 | Vanguard Tax-Managed Fds | 102.3K | $6.39M | 5.1% | +102.3K | New Position |
| 7 | Ishares Tr | 57.0K | $4.82M | 3.8% | +57.0K | New Position |
| 8 | Vanguard Index Fds | 16.2K | $3.43M | 2.7% | +16.2K | New Position |
| 9 | Vanguard Index Fds | 6.9K | $3.37M | 2.7% | +6.9K | New Position |
| 10 | Franklin Str Pptys Corp | 2.87M | $2.71M | 2.2% | +2.87M | New Position |
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