Raleigh, NCCIK 15413534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
205 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 276.8K | $18.17M | 3.8% | +145.7K | Added |
| 2 | J P Morgan Exchange Traded F | 240.7K | $17.26M | 3.6% | −62 | Reduced |
| 3 | Apple Inc | 60.7K | $15.98M | 3.4% | +30.1K | Added |
| 4 | Schwab Strategic Tr |
| 516.8K |
| $15.54M |
| 3.3% |
| −137 |
| Reduced |
| 5 | Vanguard World Fd | 20.2K | $15.22M | 3.2% | −326 | Reduced |
| 6 | Alphabet Inc | 40.2K | $12.63M | 2.7% | −3.7K | Reduced |
| 7 | Microsoft Corp | 23.9K | $11.57M | 2.4% | −1.8K | Reduced |
| 8 | Spdr Series Trust | 124.8K | $11.35M | 2.4% | +1.4K | Added |
| 9 | Advisors Inner Circle Fd III | 260.0K | $10.01M | 2.1% | −2.3K | Reduced |
| 10 | Ishares Tr | 195.1K | $9.08M | 1.9% | +4.2K | Added |
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