Henderson, NVCIK 17892194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
171 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 6.22M | $145.25M | 9.5% | +268.4K | Added |
| 2 | Vanguard Index Fds | 187.6K | $117.66M | 7.7% | −2.0K | Reduced |
| 3 | Schwab Strategic Tr | 4.21M | $113.42M | 7.5% | +50.7K | Added |
| 4 | Schwab Strategic Tr |
| 3.11M |
| $84.62M |
| 5.6% |
| +57.7K |
| Added |
| 5 | Schwab Strategic Tr | 3.51M | $84.32M | 5.5% | +85.9K | Added |
| 6 | Ishares Tr | 694.5K | $69.37M | 4.6% | −3.2K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 1.08M | $67.47M | 4.4% | −19.3K | Reduced |
| 8 | Schwab Strategic Tr | 1.75M | $57.19M | 3.8% | +30.9K | Added |
| 9 | Schwab Strategic Tr | 1.05M | $47.27M | 3.1% | +13.2K | Added |
| 10 | Ishares Tr | 244.3K | $41.04M | 2.7% | −6.2K | Reduced |
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