Birmingham, ALCIK 15888714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
863 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 835.0K | $175.64M | 9.6% | +25.8K | Added |
| 2 | Ishares Tr | 353.0K | $167.07M | 9.1% | −4.1K | Reduced |
| 3 | Vanguard Bd Index Fds | 2.08M | $153.90M | 8.4% | +164.6K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 2.22M |
| $138.77M |
| 7.6% |
| +15.9K |
| Added |
| 5 | Ishares Tr | 1.19M | $114.13M | 6.2% | +29.1K | Added |
| 6 | Ishares Tr | 1.01M | $111.63M | 6.1% | +324.2K | Added |
| 7 | Vanguard Scottsdale Fds | 1.18M | $93.92M | 5.1% | +379.2K | Added |
| 8 | Jpmorgan Chase & Co. | 196.6K | $63.35M | 3.5% | −2.9K | Reduced |
| 9 | Alphabet Inc | 175.2K | $54.98M | 3.0% | −5.7K | Reduced |
| 10 | Spdr Gold Tr | 134.3K | $53.21M | 2.9% | −7.1K | Reduced |
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