Berwyn, PACIK 15666014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
91 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 233.7K | $17.3K | 8.8% | +4.6K | Added |
| 2 | Ishares Tr | 30.5K | $14.4K | 7.4% | −737 | Reduced |
| 3 | Schwab Strategic Tr | 519.7K | $13.8K | 7.0% | +14.3K | Added |
| 4 | Ishares Tr |
| 63.8K |
| $13.4K |
| 6.8% |
| −1.6K |
| Reduced |
| 5 | Ishares Tr | 114.5K | $10.9K | 5.6% | +938 | Added |
| 6 | Ishares Tr | 81.6K | $9.8K | 5.0% | −2.1K | Reduced |
| 7 | Ishares Tr | 14.0K | $9.6K | 4.9% | +4.1K | Added |
| 8 | Ishares Tr | 84.2K | $8.4K | 4.3% | −4.1K | Reduced |
| 9 | Vanguard World Fd | 24.9K | $6.3K | 3.2% | −396 | Reduced |
| 10 | Vanguard Index Fds | 11.5K | $5.6K | 2.9% | −190 | Reduced |
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