Charlotte, NCCIK 15122374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
138 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 1.88M | $139.22M | 17.4% | −57.3K | Reduced |
| 2 | Vanguard Index Fds | 281.6K | $94.41M | 11.8% | −25.5K | Reduced |
| 3 | Vanguard Star Fds | 1.19M | $89.91M | 11.2% | +10.0K | Added |
| 4 | J P Morgan Exchange Traded F |
| 502.5K |
| $46.52M |
| 5.8% |
| +124.4K |
| Added |
| 5 | Vanguard Intl Equity Index F | 329.2K | $46.43M | 5.8% | +14.4K | Added |
| 6 | Alphabet Inc | 100.0K | $31.31M | 3.9% | −1.9K | Reduced |
| 7 | Microsoft Corp | 50.7K | $24.51M | 3.1% | +2.0K | Added |
| 8 | Nvidia Corporation | 124.6K | $23.23M | 2.9% | +3.6K | Added |
| 9 | Apple Inc | 79.3K | $21.55M | 2.7% | +2.2K | Added |
| 10 | Txo Partners LP | 1.87M | $19.93M | 2.5% | −817.7K | Reduced |
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