Cary, NCCIK 17293034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
565 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 46.5K | $31.86M | 3.5% | +1.4K | Added |
| 2 | Ishares Inc | 306.8K | $20.62M | 2.3% | +25.2K | Added |
| 3 | Apple Inc | 75.7K | $20.58M | 2.3% | +680 | Added |
| 4 | Schwab Strategic Tr |
| 805.9K |
| $19.38M |
| 2.1% |
| −16.3K |
| Reduced |
| 5 | Vanguard World Fd | 44.6K | $18.43M | 2.0% | −955 | Reduced |
| 6 | Ishares Tr | 147.2K | $18.15M | 2.0% | +2.9K | Added |
| 7 | Ishares Tr | 85.5K | $18.13M | 2.0% | +20.3K | Added |
| 8 | Schwab Strategic Tr | 518.2K | $16.91M | 1.9% | −27.7K | Reduced |
| 9 | Blackrock ETF Trust | 270.9K | $16.47M | 1.8% | +6.7K | Added |
| 10 | Microsoft Corp | 31.9K | $15.43M | 1.7% | +651 | Added |
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