- Positions
- 179
- Reported value
- $841.9K
- Opened
- 24
- Closed
- 19
- Other managers included
- 1
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Sep 30, 2025$839.8K185 positions
- Dec 31, 2025$856.8K180 positions
- Mar 31, 2026$774.8K174 positions
- Jun 30, 2026$841.9K179 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TR MSCI EAFE ETFOTHER | 961.2K | −3.1% | $99.8K | 11.9% |
AMATApplied Materials Inc | 60.2K | −8.6% | $43.5K | 5.2% |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF |
