Disclosed positions
| UDR INC | UDR | COM | $20,925,984 | 524,198 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $8,701,521 | 11,803 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $8,537,964 | 23,073 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,401,858 | 17,914 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,197,317 | 26,002 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $5,397,324 | 12,448 | SH | None |
| APPLE INC | AAPL | COM | $5,322,777 | 18,395 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $4,612,734 | 14,092 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,510,863 | 6,026 | SH | None |
| VICOR CORP | VICR | COM | $4,492,797 | 11,830 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $4,460,351 | 18,850 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $3,252,530 | 40,369 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,226,460 | 16,125 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $3,122,101 | 26,122 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,633,521 | 7,060 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $2,095,182 | 4,000 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $1,974,351 | 9,038 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $1,866,291 | 5,036 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,765,943 | 4,998 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,656,940 | 2,413 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $1,589,924 | 20,978 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,532,300 | 1,638 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $1,497,700 | 2 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,483,055 | 8,947 | SH | None |
| NEWMONT CORP | NEM | COM | $1,473,011 | 15,771 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $1,441,037 | 9,220 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,291,786 | 1,077 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,111,586 | 3,667 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,101,358 | 2,201 | SH | None |
| ABBVIE INC | ABBV | COM | $1,033,485 | 4,107 | SH | None |
| DANAHER CORP DEL | DHR | COM | $972,915 | 5,097 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $935,610 | 1,226 | SH | None |
| DIGITAL RLTY TR INC | DLR | COM | $931,481 | 5,187 | SH | None |
| ISHARES TR | IGRO | INTL DIV GRWTH | $873,928 | 9,939 | SH | None |
| CVS HEALTH CORP | CVS | COM | $828,738 | 8,011 | SH | None |
| VISA INC | V | COM CL A | $797,341 | 2,324 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $762,755 | 3,500 | SH | None |
| INTEL CORP | INTC | COM | $747,858 | 5,356 | SH | None |
| VISTRA CORP | VST | COM | $743,182 | 4,685 | SH | None |
| MCDONALDS CORP | MCD | COM | $721,998 | 2,671 | SH | None |
| L3HARRIS TECHNOLOGIES INC | LHX | COM | $701,484 | 2,414 | SH | None |
| MERCK & CO INC | MRK | COM | $645,088 | 4,988 | SH | None |
| BUNGE GLOBAL SA | BG | COM SHS | $640,167 | 5,998 | SH | None |
| PHILLIPS 66 | PSX | COM | $597,085 | 3,532 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $586,939 | 4,293 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $575,269 | 3,923 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $569,618 | 6,100 | SH | None |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $565,129 | 1,890 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VGK | FTSE EUROPE ETF | $558,687 | 6,310 | SH | None |
| HONEYWELL INTL INC | HON | COM | $515,194 | 2,301 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.