New Orleans, LACIK 17915554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 344.2K | $75.66M | 30.4% | −2.4K | Reduced |
| 2 | Ishares Tr | 39.7K | $27.17M | 10.9% | +792 | Added |
| 3 | Ishares Tr | 237.5K | $15.67M | 6.3% | +2.4K | Added |
| 4 | Spdr Series Trust |
| 104.4K |
| $14.53M |
| 5.8% |
| −951 |
| Reduced |
| 5 | Vanguard Index Fds | 26.9K | $13.12M | 5.3% | −84 | Reduced |
| 6 | Sprott Physical Gold Etv | 254.7K | $8.41M | 3.4% | −3.6K | Reduced |
| 7 | Ishares Tr | 105.4K | $7.31M | 2.9% | +1.4K | Added |
| 8 | Ishares Tr | 72.5K | $6.49M | 2.6% | +4.5K | Added |
| 9 | Ishares Tr | 71.1K | $6.01M | 2.4% | +3.3K | Added |
| 10 | Microsoft Corp | 12.2K | $5.90M | 2.4% | −529 | Reduced |
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