Wheeling, WVCIK 14842654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
319 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 1.38M | $103.97M | 5.8% | −342.6K | Reduced |
| 2 | Ishares Tr | 145.0K | $99.30M | 5.5% | −22.3K | Reduced |
| 3 | Fidelity Merrimack Str Tr | 2.14M | $98.54M | 5.5% | +26.8K | Added |
| 4 | Ishares Tr |
| 252.7K |
| $94.37M |
| 5.3% |
| −49.8K |
| Reduced |
| 5 | Ishares Tr | 601.0K | $60.03M | 3.4% | −46.5K | Reduced |
| 6 | Ishares Tr | 647.2K | $57.90M | 3.2% | −204.5K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 838.5K | $52.38M | 2.9% | −139.3K | Reduced |
| 8 | Ishares Tr | 368.2K | $38.31M | 2.1% | −76.2K | Reduced |
| 9 | Vanguard Intl Equity Index F | 256.7K | $36.20M | 2.0% | −65.5K | Reduced |
| 10 | Apple Inc | 130.7K | $35.52M | 2.0% | −7.2K | Reduced |
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