Nashville, TNCIK 11336534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
261 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 406.2K | $198.16M | 12.4% | +13.3K | Added |
| 2 | Vanguard Index Fds | 748.5K | $142.95M | 9.0% | +40.1K | Added |
| 3 | Vanguard Tax-Managed Fds | 1.49M | $93.34M | 5.9% | +61.3K | Added |
| 4 | Apple Inc |
| 170.0K |
| $46.22M |
| 2.9% |
| −2.5K |
| Reduced |
| 5 | Ishares Tr | 1.63M | $41.40M | 2.6% | −121 | Reduced |
| 6 | Ishares Tr | 1.75M | $40.85M | 2.6% | +14.9K | Added |
| 7 | Broadcom Inc | 108.6K | $37.60M | 2.4% | −5.7K | Reduced |
| 8 | Microsoft Corp | 75.8K | $36.65M | 2.3% | +578 | Added |
| 9 | Ishares Tr | 1.36M | $33.09M | 2.1% | −15.1K | Reduced |
| 10 | Vanguard Index Fds | 93.4K | $31.31M | 2.0% | +1.6K | Added |
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