Hermitage, PACIK 15680684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,916 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.73M | $147.52M | 8.3% | +274.7K | Added |
| 2 | Dimensional ETF Trust | 3.79M | $124.04M | 7.0% | +19.5K | Added |
| 3 | Dimensional ETF Trust | 1.39M | $103.27M | 5.8% | −12.0K | Reduced |
| 4 | Ishares Tr |
| 202.4K |
| $75.60M |
| 4.3% |
| −173 |
| Reduced |
| 5 | Ishares Tr | 663.2K | $66.24M | 3.7% | +49.5K | Added |
| 6 | Ishares Tr | 82.2K | $56.29M | 3.2% | +6.6K | Added |
| 7 | Berkshire Hathaway Inc Del | 106.2K | $53.39M | 3.0% | +1.9K | Added |
| 8 | Ishares Tr | 710.6K | $46.90M | 2.6% | +15.4K | Added |
| 9 | Ishares Tr | 381.9K | $40.90M | 2.3% | +6.2K | Added |
| 10 | Vanguard Mun Bd Fds | 789.2K | $39.69M | 2.2% | +18.1K | Added |
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