Winston Salem, NCCIK 16740205 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
366 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 207.4K | $22.12M | 10.1% | +106 | Added |
| 2 | Spdr Series Trust | 353.4K | $20.08M | 9.1% | +7.7K | Added |
| 3 | Spdr Series Trust | 550.0K | $16.61M | 7.6% | +35.8K | Added |
| 4 | Schwab Strategic Tr |
| 498.5K |
| $14.99M |
| 6.8% |
| −3.4K |
| Reduced |
| 5 | Spdr Index Shs Fds | 275.0K | $12.21M | 5.6% | −2.0K | Reduced |
| 6 | Vanguard Scottsdale Fds | 183.9K | $10.80M | 4.9% | +2.1K | Added |
| 7 | Spdr Series Trust | 389.6K | $9.22M | 4.2% | +24.6K | Added |
| 8 | Ssga Active ETF Tr | 221.0K | $9.12M | 4.2% | +13.9K | Added |
| 9 | Select Sector Spdr Tr | 58.3K | $8.40M | 3.8% | +32.7K | Added |
| 10 | Schwab Strategic Tr | 263.0K | $7.49M | 3.4% | +3.6K | Added |
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