West Conshohocken, PACIK 16968025 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 211.2K | $20.08M | 17.7% | +26.0K | Added |
| 2 | Ishares Inc | 363.7K | $16.07M | 14.2% | +165.7K | Added |
| 3 | Ishares Tr | 50.6K | $12.68M | 11.2% | +13.2K | Added |
| 4 | Vanguard Intl Equity Index F |
| 181.1K |
| $9.74M |
| 8.6% |
| +44.4K |
| Added |
| 5 | Ishares Tr | 69.3K | $8.43M | 7.4% | +29.4K | Added |
| 6 | Vanguard Tax-Managed Fds | 123.2K | $7.70M | 6.8% | +12.7K | Added |
| 7 | Nushares ETF Tr | 141.4K | $6.37M | 5.6% | −106.6K | Reduced |
| 8 | Dbx ETF Tr | 127.9K | $6.15M | 5.4% | +8.2K | Added |
| 9 | Flexshares Tr | 23.0K | $4.72M | 4.2% | −1.4K | Reduced |
| 10 | Ishares Tr | 4.7K | $3.22M | 2.8% | +661 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio