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25

Latest statistics and disclosures from 25's latest quarterly 13F-HR filing:

Top 5 stock holdings are VXUS, VBR, VSS, VCIT, VTV, and represent 56.84% of 25's stock portfolio.
Added to shares of these 10 stocks: VGIT, VCIT, VXUS, VUG, DFNM, VV, AVGO, IAU, SCHA, LOW.
Started 6 new stock positions in LOW, VV, VUSB, SCHA, IAU, AVGO.
Reduced shares in these 10 stocks: MUB, VOO, VTEB, TTAN, VTV, SCHC, DFSV, GOOG, SPTL, DISV.
Sold out of its position in Mackenzie Rlty Cap.
25 was a net buyer of stock by $5.3M.
25 has $294M in assets under management (AUM), dropping by 7.88%.
Central Index Key (CIK): 0001968777

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Portfolio Holdings for 25

25 holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	15.8	$47M		633k	73.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	13.7	$40M		192k	208.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	9.8	$29M		202k	142.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	9.3	$27M	+4%	323k	84.11	View chart
Vanguard Index Fds Value Etf (VTV)	8.3	$24M		130k	186.49	View chart
Vanguard Index Fds Growth Etf (VUG)	7.6	$22M	+2%	47k	479.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.7	$20M	+7%	327k	60.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.6	$13M		53k	254.28	View chart
Ishares Tr National Mun Etf (MUB)	3.5	$10M	-4%	98k	106.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.3	$9.7M	-2%	194k	50.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$4.6M	-7%	7.6k	612.37	View chart
Apple (AAPL)	1.3	$3.9M	+2%	15k	254.64	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.1	$3.1M	+10%	64k	47.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$3.1M	+3%	80k	38.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.6M		11k	243.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$2.1M		47k	44.69	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.6	$1.8M	-2%	66k	26.95	View chart
NVIDIA Corporation (NVDA)	0.6	$1.8M	+5%	9.4k	186.59	View chart
Microsoft Corporation (MSFT)	0.5	$1.6M	+5%	3.1k	517.93	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.5M		26k	58.21	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.3M	+2%	41k	32.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.3M		28k	46.12	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.3M	-6%	28k	45.51	View chart
Amazon (AMZN)	0.4	$1.2M	+2%	5.6k	219.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$1.1M		16k	72.44	View chart
Tesla Motors (TSLA)	0.4	$1.1M		2.4k	444.72	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$992k	+4%	31k	32.07	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$954k		9.2k	103.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$808k		12k	67.83	View chart
Wal-Mart Stores (WMT)	0.3	$786k		7.6k	103.05	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$786k	+6%	21k	37.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$757k		11k	68.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$683k		1.0k	666.45	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$663k	+20%	16k	42.76	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.2	$630k		6.3k	100.32	View chart
Fastenal Company (FAST)	0.2	$609k		12k	49.04	View chart
Home Depot (HD)	0.2	$524k	+2%	1.3k	405.26	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$510k	-3%	14k	35.69	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$498k	-10%	16k	31.84	View chart
Oracle Corporation (ORCL)	0.2	$464k	+3%	1.6k	281.24	View chart
Meta Platforms Cl A (META)	0.2	$462k	+3%	630.00	733.85	View chart
JPMorgan Chase & Co. (JPM)	0.2	$461k	+3%	1.5k	315.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$434k	+14%	1.8k	243.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$413k		4.1k	100.26	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$397k		13k	31.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$393k		17k	23.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$392k		1.2k	328.29	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$334k		5.2k	64.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$318k	+22%	476.00	668.84	View chart
Snap-on Incorporated (SNA)	0.1	$315k		909.00	346.52	View chart
Exxon Mobil Corporation (XOM)	0.1	$311k	+3%	2.8k	112.76	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$283k		4.1k	69.36	View chart
Netflix (NFLX)	0.1	$282k	-3%	235.00	1198.92	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$279k	+7%	9.2k	30.40	View chart
Servicetitan Shs Cl A (TTAN)	0.1	$278k	-34%	2.8k	100.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$273k	NEW	887.00	307.97	View chart
Broadcom (AVGO)	0.1	$272k	NEW	823.00	329.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$248k		2.7k	93.64	View chart
Eli Lilly & Co. (LLY)	0.1	$247k		324.00	763.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$245k	NEW	3.4k	72.77	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$235k		2.6k	89.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$233k	+2%	8.8k	26.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$221k	NEW	7.9k	27.90	View chart
Lowe's Companies (LOW)	0.1	$220k	NEW	874.00	251.37	View chart
Fiserv (FI)	0.1	$210k		1.6k	128.93	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$201k	NEW	4.0k	49.99	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$198k	-6%	16k	12.66	View chart

Past Filings by 25

SEC 13F filings are viewable for 25 going back to 2023

25 2025 Q3 filed Oct. 16, 2025
25 2025 Q2 filed July 21, 2025
25 2025 Q1 filed April 14, 2025
25 2024 Q4 filed Jan. 15, 2025
25 2024 Q3 filed Oct. 15, 2024
25 2024 Q2 filed July 5, 2024
25 2024 Q1 filed April 25, 2024
25 2023 Q4 filed Jan. 18, 2024
25 2023 Q3 filed Oct. 18, 2023
25 2023 Q2 filed July 19, 2023
25 2023 Q1 filed May 10, 2023

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