Rock Hill, SCCIK 17627164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
237 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.60M | $52.18M | 17.8% | −62.2K | Reduced |
| 2 | Schwab Strategic Tr | 1.73M | $47.34M | 16.2% | +57.2K | Added |
| 3 | Vanguard Tax-Managed Fds | 386.3K | $24.13M | 8.2% | −10.9K | Reduced |
| 4 | Dbx ETF Tr |
| 499.9K |
| $24.05M |
| 8.2% |
| −1.7K |
| Reduced |
| 5 | 2023 ETF Series Trust | 647.6K | $21.02M | 7.2% | +3.5K | Added |
| 6 | Calamos ETF Tr | 720.5K | $19.60M | 6.7% | +1.3K | Added |
| 7 | Ishares Inc | 287.7K | $18.43M | 6.3% | +8.9K | Added |
| 8 | Ishares Tr | 261.0K | $17.23M | 5.9% | +4.8K | Added |
| 9 | Ishares Tr | 82.5K | $9.92M | 3.4% | +990 | Added |
| 10 | Loar Holdings Inc | 125.0K | $8.50M | 2.9% | 0 | Held |
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