- Positions
- 969
- Reported value
- $276.1M
- Opened
- 113
- Closed
- 121
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Sep 30, 2025$217.9M974 positions
- Dec 31, 2025$244.4M1,022 positions
- Mar 31, 2026$242.8M977 positions
- Jun 30, 2026$276.1M969 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
SSRMSSR Mining Inc. | 1.2M | +12.1% | $32.6M | 11.8% |
VANGUARD INDEX FDSTOTAL STK MKT | 70.8K | +2.1% | $26.2M | 9.5% |
VANGUARD STAR FDSVG TL INTL STK F |
969 positions
