Mount Pleasant, SCCIK 13873864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
193 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 59.9K | $41.06M | 14.4% | −821 | Reduced |
| 2 | Schwab Strategic Tr | 1.42M | $38.31M | 13.4% | +45.0K | Added |
| 3 | Ishares Tr | 195.2K | $17.46M | 6.1% | +2.6K | Added |
| 4 | Ishares Tr |
| 122.4K |
| $14.71M |
| 5.2% |
| +745 |
| Added |
| 5 | Ishares Tr | 117.6K | $9.74M | 3.4% | +3.2K | Added |
| 6 | Ishares Tr | 181.4K | $8.85M | 3.1% | +5.0K | Added |
| 7 | Schwab Strategic Tr | 309.0K | $8.80M | 3.1% | +8.8K | Added |
| 8 | Ishares Tr | 77.0K | $8.48M | 3.0% | +1.3K | Added |
| 9 | Dimensional ETF Trust | 204.0K | $8.08M | 2.8% | −46 | Reduced |
| 10 | Vanguard Bd Index Fds | 97.7K | $7.70M | 2.7% | +9.1K | Added |
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