West Conshohocken, PACIK 13607104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
83 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 1.01M | $689.13M | 26.5% | −26.0K | Reduced |
| 2 | Ishares Tr | 3.79M | $338.83M | 13.0% | +75.6K | Added |
| 3 | Ishares Tr | 431.7K | $295.69M | 11.4% | +17.9K | Added |
| 4 | Ishares Tr |
| 2.01M |
| $192.78M |
| 7.4% |
| −6.9K |
| Reduced |
| 5 | Ishares Inc | 2.28M | $153.31M | 5.9% | +57.9K | Added |
| 6 | Vanguard Index Fds | 238.1K | $149.29M | 5.7% | −9.8K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 2.16M | $134.63M | 5.2% | +98.2K | Added |
| 8 | Ishares Tr | 1.93M | $105.33M | 4.1% | −3.4K | Reduced |
| 9 | Vanguard Intl Equity Index F | 1.52M | $81.71M | 3.1% | +69.7K | Added |
| 10 | Vanguard Index Fds | 236.2K | $79.18M | 3.0% | +8.4K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio