Winston Salem, NCCIK 15900734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
111 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 291.2K | $108.73M | 14.3% | −10.5K | Reduced |
| 2 | Invesco Exchange Traded Fd T | 2.03M | $95.15M | 12.5% | −31.1K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 1.45M | $90.76M | 11.9% | −20.3K | Reduced |
| 4 | Ishares Tr |
| 1.24M |
| $62.32M |
| 8.2% |
| −54.7K |
| Reduced |
| 5 | Vanguard Bd Index Fds | 614.7K | $48.44M | 6.4% | +7.3K | Added |
| 6 | Ishares Tr | 400.9K | $40.04M | 5.3% | −1.7K | Reduced |
| 7 | Invesco Exchange Traded Fd T | 784.1K | $35.98M | 4.7% | +8.4K | Added |
| 8 | Ishares Tr | 326.0K | $35.83M | 4.7% | +11.7K | Added |
| 9 | Ishares Tr | 289.9K | $27.84M | 3.7% | −12.5K | Reduced |
| 10 | Vanguard Intl Equity Index F | 501.9K | $26.98M | 3.6% | −3.4K | Reduced |
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