Lowell, ARCIK 10250384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
189 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 861.5K | $53.82M | 7.6% | +22.0K | Added |
| 2 | Invesco Exchange Traded Fd T | 262.5K | $50.29M | 7.1% | +10.5K | Added |
| 3 | Goldman Sachs ETF Tr | 698.2K | $32.29M | 4.5% | −1.6K | Reduced |
| 4 | Janus Detroit Str Tr |
| 608.5K |
| $27.80M |
| 3.9% |
| −510 |
| Reduced |
| 5 | Ishares Tr | 35.7K | $24.48M | 3.4% | +1.7K | Added |
| 6 | Ishares Tr | 438.2K | $21.51M | 3.0% | −385 | Reduced |
| 7 | Ishares Tr | 225.8K | $21.51M | 3.0% | +44 | Added |
| 8 | Vanguard Intl Equity Index F | 375.2K | $20.17M | 2.8% | +22.1K | Added |
| 9 | Vanguard Index Fds | 110.6K | $19.62M | 2.8% | +2.1K | Added |
| 10 | Goldman Sachs ETF Tr | 144.1K | $19.07M | 2.7% | +425 | Added |
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