New Orleans, LACIK 16593464 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Malvern Fds | 382.2K | $18.90M | 7.8% | −52 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 206.3K | $12.89M | 5.3% | −537 | Reduced |
| 3 | Ishares Tr | 545.9K | $12.49M | 5.2% | +540.3K | Added |
| 4 | Vanguard Scottsdale Fds |
| 224.0K |
| $12.42M |
| 5.1% |
| +224.0K |
| New |
| 5 | Pacer Fds Tr | 223.2K | $12.41M | 5.1% | +396 | Added |
| 6 | Ishares Tr | 131.8K | $11.79M | 4.9% | +201 | Added |
| 7 | Vanguard World Fd | 172.4K | $11.14M | 4.6% | +172.4K | New |
| 8 | Select Sector Spdr Tr | 52.5K | $8.15M | 3.4% | +52.5K | New |
| 9 | Spdr Gold Tr | 20.2K | $8.01M | 3.3% | +237 | Added |
| 10 | Amazon Com Inc | 31.3K | $7.22M | 3.0% | +6.5K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio