Cornelius, NCCIK 17673405 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
169 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 36.7K | $25.05M | 5.6% | −2.0K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 342.2K | $21.38M | 4.8% | −19.3K | Reduced |
| 3 | Ssga Active Tr | 806.3K | $20.89M | 4.6% | +194.3K | Added |
| 4 | Vanguard Index Fds |
| 41.6K |
| $20.29M |
| 4.5% |
| −1.7K |
| Reduced |
| 5 | Spdr Series Trust | 769.5K | $19.81M | 4.4% | +87.3K | Added |
| 6 | Vanguard Index Fds | 99.9K | $19.07M | 4.2% | −5.6K | Reduced |
| 7 | Spdr Index Shs Fds | 300.2K | $13.33M | 3.0% | +72.4K | Added |
| 8 | Ssga Active Tr | 205.4K | $12.80M | 2.8% | −9.7K | Reduced |
| 9 | Spdr Index Shs Fds | 225.5K | $10.55M | 2.3% | −6.1K | Reduced |
| 10 | Vanguard Mun Bd Fds | 103.5K | $10.43M | 2.3% | +99 | Added |
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