Birmingham, ALCIK 17105374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
4,263 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 192.8K | $94.06M | 3.5% | +13.1K | Added |
| 2 | Vanguard Index Fds | 351.1K | $67.05M | 2.5% | +21.9K | Added |
| 3 | Vanguard Tax-Managed Fds | 1.05M | $65.58M | 2.4% | −22.6K | Reduced |
| 4 | Ishares Gold Tr |
| 724.0K |
| $58.77M |
| 2.2% |
| −5.3K |
| Reduced |
| 5 | Spdr Series Trust | 557.7K | $50.96M | 1.9% | +194.5K | Added |
| 6 | Apple Inc | 183.0K | $49.76M | 1.8% | +1.4K | Added |
| 7 | Praxis Fds | 1.35M | $49.20M | 1.8% | +312.6K | Added |
| 8 | Nvidia Corporation | 240.3K | $44.81M | 1.7% | +2.9K | Added |
| 9 | Praxis Fds | 1.38M | $41.72M | 1.5% | +139.7K | Added |
| 10 | Apollo Global Mgmt Inc | 268.0K | $38.80M | 1.4% | +67.3K | Added |
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