Nashville, TNCIK 12799264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
82 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 34.9K | $23.92M | 13.3% | +2.2K | Added |
| 2 | Ishares Tr | 103.0K | $12.69M | 7.1% | +7.9K | Added |
| 3 | Spdr S&P 500 ETF Tr | 15.5K | $10.58M | 5.9% | +7.6K | Added |
| 4 | Vanguard Index Fds |
| 16.6K |
| $8.08M |
| 4.5% |
| +9.2K |
| Added |
| 5 | Ishares Tr | 56.9K | $6.84M | 3.8% | +3.9K | Added |
| 6 | Vanguard Tax-Managed Fds | 102.7K | $6.42M | 3.6% | +83.5K | Added |
| 7 | Ishares Tr | 29.5K | $6.25M | 3.5% | +607 | Added |
| 8 | Vanguard Index Fds | 30.0K | $5.74M | 3.2% | +16.0K | Added |
| 9 | Ishares Tr | 68.2K | $5.64M | 3.1% | +8.1K | Added |
| 10 | Ishares Tr | 81.1K | $5.63M | 3.1% | +8.9K | Added |
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