Silver Spring, MDCIK 21111751 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
88 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Gbl Growth Eqt | 335.8K | $11.64M | 7.5% | +335.8K | New Position |
| 2 | Capital Grp Fixed Incm ETF T | 317.0K | $8.75M | 5.6% | +317.0K | New Position |
| 3 | Pacer Fds Tr | 225.6K | $7.94M | 5.1% | +225.6K | New Position |
| 4 |
| Capital Group Dividend Value |
| 139.2K |
| $6.07M |
| 3.9% |
| +139.2K |
| New Position |
| 5 | Janus Detroit Str Tr | 120.0K | $6.07M | 3.9% | +120.0K | New Position |
| 6 | Invesco Exch Traded Fd Tr II | 48.2K | $5.75M | 3.7% | +48.2K | New Position |
| 7 | Capital Group Core Equity Et | 141.6K | $5.70M | 3.7% | +141.6K | New Position |
| 8 | Apple Inc | 20.6K | $5.61M | 3.6% | +20.6K | New Position |
| 9 | Capital Group Growth ETF | 119.6K | $5.32M | 3.4% | +119.6K | New Position |
| 10 | Alphabet Inc | 13.6K | $4.27M | 2.8% | +13.6K | New Position |
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