Asheville, NCCIK 17803304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
137 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 91.4K | $62.61M | 17.9% | +5.5K | Added |
| 2 | Ishares Tr | 277.9K | $26.69M | 7.7% | +20.3K | Added |
| 3 | Ishares Tr | 245.6K | $24.53M | 7.0% | +24.9K | Added |
| 4 | Ishares Tr |
| 294.5K |
| $16.11M |
| 4.6% |
| +20.5K |
| Added |
| 5 | Ishares Tr | 227.1K | $12.24M | 3.5% | +22.7K | Added |
| 6 | Goldman Sachs Physical Gold | 283.0K | $12.04M | 3.5% | +6.4K | Added |
| 7 | Ishares Tr | 157.1K | $10.37M | 3.0% | +10.5K | Added |
| 8 | Apple Inc | 28.6K | $7.78M | 2.2% | +1.5K | Added |
| 9 | Ishares Tr | 157.6K | $7.58M | 2.2% | +9.1K | Added |
| 10 | Microsoft Corp | 15.2K | $7.33M | 2.1% | +1.3K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio