Bethesda, MDCIK 8260007 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 2.65M | $1.66B | 61.3% | +2.65M | New |
| 2 | Bondbloxx ETF Trust | 8.09M | $406.70M | 15.0% | −797.3K | Reduced |
| 3 | Ishares Tr | 855.5K | $85.88M | 3.2% | −8.50M | Reduced |
| 4 | Northern Lts Fd Tr IV |
| 824.0K |
| $53.17M |
| 2.0% |
| +26.9K |
| Added |
| 5 | Bondbloxx ETF Trust | 1.17M | $48.32M | 1.8% | +169.3K | Added |
| 6 | Bondbloxx ETF Trust | 1.26M | $48.09M | 1.8% | +152.6K | Added |
| 7 | Ishares Tr | 676.3K | $25.29M | 0.9% | +676.3K | New |
| 8 | Vanguard Whitehall Fds | 374.2K | $25.23M | 0.9% | +374.2K | New |
| 9 | Bondbloxx ETF Trust | 564.7K | $25.18M | 0.9% | +564.7K | New |
| 10 | Litman Gregory Fds Tr | 859.2K | $24.11M | 0.9% | +37.4K | Added |
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