Lafayette, LACIK 16534434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 111.6K | $9.98M | 6.9% | +7.7K | Added |
| 2 | Schwab Strategic Tr | 300.9K | $8.25M | 5.7% | −10.0K | Reduced |
| 3 | Ishares Tr | 74.5K | $7.01M | 4.8% | −1.8K | Reduced |
| 4 | Vanguard Index Fds |
| 36.4K |
| $6.96M |
| 4.8% |
| +775 |
| Added |
| 5 | Ishares Tr | 24.7K | $6.20M | 4.3% | −437 | Reduced |
| 6 | Schwab Strategic Tr | 227.3K | $6.18M | 4.2% | +4.4K | Added |
| 7 | Schwab Strategic Tr | 208.3K | $6.17M | 4.2% | +4.7K | Added |
| 8 | Ishares Tr | 29.8K | $5.92M | 4.1% | −429 | Reduced |
| 9 | Vanguard Admiral Fds Inc | 25.6K | $5.25M | 3.6% | +788 | Added |
| 10 | Vanguard World Fd | 35.9K | $5.07M | 3.5% | +696 | Added |
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