Wilmington, DECIK 17876634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
214 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 264.0K | $83.09M | 13.5% | +32.5K | Added |
| 2 | Ishares Tr | 679.7K | $56.06M | 9.1% | +42.5K | Added |
| 3 | Vanguard Bd Index Fds | 669.9K | $49.62M | 8.1% | +67.0K | Added |
| 4 | Spdr Series Trust |
| 341.2K |
| $36.41M |
| 5.9% |
| −5.3K |
| Reduced |
| 5 | Invesco Exchange Traded Fd T | 152.0K | $29.11M | 4.7% | +14.8K | Added |
| 6 | Schwab Strategic Tr | 1.11M | $26.59M | 4.3% | +697 | Added |
| 7 | Vanguard Intl Equity Index F | 493.8K | $26.55M | 4.3% | −41.1K | Reduced |
| 8 | Spdr Series Trust | 465.7K | $26.46M | 4.3% | −16.2K | Reduced |
| 9 | Apple Inc | 94.3K | $25.63M | 4.2% | +2.1K | Added |
| 10 | Vanguard Tax-Managed Fds | 273.1K | $17.06M | 2.8% | −10.6K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio