Chesterfield, MOCIK 17620684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
110 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 105.8K | $51.59M | 12.3% | −981 | Reduced |
| 2 | Vanguard Whitehall Fds | 327.0K | $46.93M | 11.2% | −376 | Reduced |
| 3 | Vanguard Index Fds | 72.6K | $45.52M | 10.8% | −485 | Reduced |
| 4 | Pgim ETF Tr |
| 478.3K |
| $23.72M |
| 5.6% |
| +62.0K |
| Added |
| 5 | J P Morgan Exchange Traded F | 461.0K | $23.32M | 5.5% | +65.1K | Added |
| 6 | Schwab Strategic Tr | 899.7K | $21.93M | 5.2% | +93.0K | Added |
| 7 | Vanguard Index Fds | 81.6K | $21.06M | 5.0% | +462 | Added |
| 8 | Vanguard Tax-Managed Fds | 288.3K | $18.01M | 4.3% | +1.4K | Added |
| 9 | J P Morgan Exchange Traded F | 304.1K | $15.92M | 3.8% | +31.4K | Added |
| 10 | Ishares U S ETF Tr | 294.2K | $15.03M | 3.6% | +14.0K | Added |
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