Birmingham, ALCIK 17105394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 231.0K | $32.60M | 10.7% | +28.7K | Added |
| 2 | Vanguard World Fd | 78.9K | $32.56M | 10.7% | +3.2K | Added |
| 3 | Vanguard Bd Index Fds | 387.2K | $28.68M | 9.4% | +47.6K | Added |
| 4 | Vanguard Index Fds |
| 157.8K |
| $27.98M |
| 9.2% |
| +17.7K |
| Added |
| 5 | Vanguard Index Fds | 131.5K | $27.85M | 9.2% | +15.0K | Added |
| 6 | Vanguard Index Fds | 91.6K | $27.66M | 9.1% | +8.1K | Added |
| 7 | Vanguard Index Fds | 96.2K | $26.84M | 8.8% | +10.1K | Added |
| 8 | Apple Inc | 25.2K | $6.84M | 2.2% | +1.8K | Added |
| 9 | Barings Corporate Invs | 370.7K | $6.73M | 2.2% | +9.2K | Added |
| 10 | Pimco ETF Tr | 62.2K | $6.24M | 2.1% | +2.0K | Added |
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