25 LLC

CIK: 0001968777SEC EDGAR →

Portfolio Value

$315.1M

Holdings

71

As of

Q4 2025

New Positions

71

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD STAR FDS

687,400$51.9M
16.46%
2

VANGUARD SCOTTSDALE FDS

355,724$29.8M
9.45%
3

VANGUARD INDEX FDS

132,709$28.1M
8.92%
4

VANGUARD INDEX FDS

54,499$26.6M
8.44%
5

VANGUARD INDEX FDS

136,400$26.1M
8.27%
6

VANGUARD SCOTTSDALE FDS

381,449$22.9M
7.25%
7

DIMENSIONAL ETF TRUST

420,052$13.3M
4.22%
8

DIMENSIONAL ETF TRUST

348,779$13.3M
4.21%
9

VANGUARD INTL EQUITY INDEX F

76,652$11.0M
3.49%
10

VANGUARD INDEX FDS

40,247$10.4M
3.29%

Quarterly Changes

Top Buys

VXUSNEW
$51.9M
VCITNEW
$29.8M
VBRNEW
$28.1M
VUGNEW
$26.6M
VTVNEW
$26.1M

Top Sells

No sells this quarter

New Positions (71)

$51.9M · 687K shares
$29.8M · 356K shares
$28.1M · 133K shares
$26.6M · 54K shares
$26.1M · 136K shares
$22.9M · 381K shares
$13.3M · 420K shares
$13.3M · 349K shares
$11.0M · 77K shares
$10.4M · 40K shares
$9.8M · 203K shares
$7.6M · 71K shares
$7.3M · 145K shares
$7.0M · 184K shares
$4.8M · 18K shares
$4.4M · 7K shares
$3.5M · 11K shares
$3.2M · 80K shares
$2.2M · 46K shares
$1.8M · 10K shares
$1.7M · 65K shares
$1.6M · 7K shares
$1.5M · 3K shares
$1.5M · 26K shares
$1.4M · 41K shares
$1.4M · 28K shares
$1.2M · 26K shares
$1.1M · 15K shares
$1.0M · 31K shares
$975K · 19K shares
$862K · 8K shares
$860K · 12K shares
$855K · 20K shares
$793K · 2K shares
$771K · 11K shares
$710K · 1K shares
$701K · 1K shares
$636K · 6K shares
$606K · 2K shares
$526K · 16K shares
$498K · 12K shares
$497K · 463 shares
$492K · 2K shares
$458K · 669 shares
$433K · 1K shares
$419K · 13K shares
$400K · 1K shares
$371K · 826 shares
$370K · 15K shares
$342K · 7K shares
$338K · 3K shares
$333K · 2K shares
$331K · 5K shares
$319K · 2K shares
$313K · 910 shares
$309K · 893 shares
$291K · 4K shares
$279K · 887 shares
$273K · 3K shares
$257K · 10K shares
$233K · 8K shares
$229K · 2K shares
$224K · 2K shares
$223K · 4K shares
$213K · 243 shares
$210K · 711 shares
$208K · 864 shares
$206K · 2K shares
$205K · 4K shares
$188K · 13K shares
$185K · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services45$293.4M93.1%
Technology8$9.5M3.0%
Communication Services5$5.2M1.7%
Consumer Cyclical4$2.6M0.8%
Unknown2$1.4M0.5%
Industrials3$1.1M0.4%
Consumer Defensive1$862K0.3%
Healthcare1$497K0.2%
Energy2$409K0.1%