Bethesda, MDCIK 8975994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
105 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 1.59M | $224.99M | 7.5% | 0 | Held |
| 2 | Ishares Tr | 2.17M | $216.24M | 7.2% | +30.0K | Added |
| 3 | Nvidia Corporation | 1.10M | $205.37M | 6.9% | +229.6K | Added |
| 4 | Apple Inc |
| 738.9K |
| $200.88M |
| 6.7% |
| +245.7K |
| Added |
| 5 | Vanguard Index Fds | 300.7K | $188.58M | 6.3% | −9.3K | Reduced |
| 6 | Microsoft Corp | 344.4K | $166.56M | 5.6% | +81.7K | Added |
| 7 | Alphabet Inc | 393.3K | $123.10M | 4.1% | +171.2K | Added |
| 8 | Amazon Com Inc | 410.7K | $94.80M | 3.2% | +234.2K | Added |
| 9 | Vanguard Tax-Managed Fds | 1.25M | $78.09M | 2.6% | 0 | Held |
| 10 | Jpmorgan Chase & Co. | 236.3K | $76.13M | 2.5% | −20.2K | Reduced |
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