Charleston, SCCIK 16503034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 190.0K | $119.16M | 30.2% | +24.5K | Added |
| 2 | Spdr S&P 500 ETF Tr | 96.4K | $65.72M | 16.7% | −12.1K | Reduced |
| 3 | Vanguard Index Fds | 214.1K | $62.12M | 15.8% | +19.1K | Added |
| 4 | Dbx ETF Tr |
| 1.51M |
| $55.68M |
| 14.1% |
| +60.9K |
| Added |
| 5 | Vanguard Intl Equity Index F | 390.6K | $28.73M | 7.3% | +30.1K | Added |
| 6 | Vanguard Index Fds | 87.6K | $18.56M | 4.7% | +10.1K | Added |
| 7 | Vanguard Index Fds | 31.7K | $9.58M | 2.4% | +3.7K | Added |
| 8 | Ishares Tr | 73.5K | $8.84M | 2.2% | −1.3K | Reduced |
| 9 | Ishares Tr | 38.9K | $7.72M | 2.0% | −507 | Reduced |
| 10 | Invesco Exchange Traded Fd T | 102.7K | $7.71M | 2.0% | +975 | Added |
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