Raleigh, NCCIK 15120244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,735 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 4.10M | $2.81B | 5.3% | +109.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 30.17M | $1.88B | 3.6% | +1.63M | Added |
| 3 | Apple Inc | 6.55M | $1.78B | 3.4% | +396.4K | Added |
| 4 | Ishares Tr |
| 17.96M |
| $1.49B |
| 2.8% |
| +940.4K |
| Added |
| 5 | Microsoft Corp | 2.77M | $1.34B | 2.5% | +172.4K | Added |
| 6 | Vanguard Index Fds | 6.39M | $1.22B | 2.3% | +155.2K | Added |
| 7 | Nvidia Corporation | 6.34M | $1.18B | 2.2% | +337.2K | Added |
| 8 | Ishares Tr | 10.75M | $909.80M | 1.7% | +2.41M | Added |
| 9 | Alphabet Inc | 2.59M | $812.03M | 1.5% | +41.9K | Added |
| 10 | Vanguard Index Fds | 1.21M | $758.09M | 1.4% | +19.6K | Added |
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