Washington, DCCIK 21115871 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
70 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 321.7K | $12.74M | 10.8% | +321.7K | New Position |
| 2 | Vanguard Index Fds | 19.8K | $12.40M | 10.6% | +19.8K | New Position |
| 3 | Dimensional ETF Trust | 135.2K | $5.87M | 5.0% | +135.2K | New Position |
| 4 |
| Vanguard Tax-Managed Fds |
| 84.0K |
| $5.25M |
| 4.5% |
| +84.0K |
| New Position |
| 5 | Vanguard Index Fds | 13.3K | $4.45M | 3.8% | +13.3K | New Position |
| 6 | Apple Inc | 16.2K | $4.40M | 3.8% | +16.2K | New Position |
| 7 | Dimensional ETF Trust | 102.6K | $4.40M | 3.7% | +102.6K | New Position |
| 8 | Amazon Com Inc | 17.6K | $4.06M | 3.5% | +17.6K | New Position |
| 9 | Dimensional ETF Trust | 88.6K | $3.77M | 3.2% | +88.6K | New Position |
| 10 | Vanguard Bd Index Fds | 44.9K | $3.32M | 2.8% | +44.9K | New Position |
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