Mount Joy, PACIK 17332194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
162 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 73.5K | $50.34M | 11.6% | −3.5K | Reduced |
| 2 | Invesco Exch Traded Fd Tr II | 312.5K | $35.79M | 8.3% | +92.6K | Added |
| 3 | Invesco Exch Traded Fd Tr II | 133.9K | $33.86M | 7.8% | −3.6K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 332.4K |
| $20.76M |
| 4.8% |
| +67.2K |
| Added |
| 5 | Invesco Exch Trd Slf Idx Fd | 571.8K | $17.03M | 3.9% | −4.1K | Reduced |
| 6 | Ishares Tr | 112.1K | $15.62M | 3.6% | +24.6K | Added |
| 7 | Vanguard Intl Equity Index F | 266.3K | $14.32M | 3.3% | +4.4K | Added |
| 8 | Spdr Series Trust | 439.0K | $11.30M | 2.6% | −161.6K | Reduced |
| 9 | Spdr Series Trust | 192.0K | $11.12M | 2.6% | +89.0K | Added |
| 10 | Vanguard World Fd | 152.6K | $10.93M | 2.5% | −1.4K | Reduced |
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