Total Positions
2
Quarter
2025 Q4
Top Holding
VOO (86.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 86.57% | 86.33% |
#1
Prev: #1
|
10.0 | -15,000 | -2.7% |
P
S
|
549,183 | $344,409,141 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 13.43% | 13.67% |
#2
Prev: #2
|
5.4 | no change | no change |
P
S
|
704,500 | $53,436,325 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-2 of 2 holdings