Raleigh, NCCIK 10922034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
637 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 5.98M | $549.65M | 11.5% | +77.2K | Added |
| 2 | Ishares Tr | 2.73M | $385.40M | 8.0% | +33.4K | Added |
| 3 | Ishares Tr | 4.55M | $260.10M | 5.4% | −27.2K | Reduced |
| 4 | Ishares Tr |
| 1.75M |
| $239.05M |
| 5.0% |
| +47.9K |
| Added |
| 5 | Apple Inc | 646.4K | $175.72M | 3.7% | +4.3K | Added |
| 6 | Ishares Tr | 1.89M | $169.29M | 3.5% | +42.0K | Added |
| 7 | First Ctzns Bancshares Inc N | 78.5K | $168.39M | 3.5% | −171 | Reduced |
| 8 | Nvidia Corporation | 685.6K | $127.86M | 2.7% | +12.8K | Added |
| 9 | Microsoft Corp | 253.8K | $122.74M | 2.6% | −24.7K | Reduced |
| 10 | Dimensional ETF Trust | 3.48M | $114.54M | 2.4% | +49.0K | Added |
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