Total Positions
2
Quarter
2025 Q4
Top Holding
ITOT (58.2%)
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES CORE S&...
|
ETF | 58.25% | 58.27% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
672,744 | $100,030,305 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 41.75% | 41.73% |
#2
Prev: #2
|
10.0 | no change | no change |
P
S
|
213,865 | $71,702,519 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-2 of 2 holdings