Richmond, VACIK 17949354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
202 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 357.9K | $112.65M | 10.4% | +3.1K | Added |
| 2 | Vanguard Index Fds | 352.9K | $91.04M | 8.4% | +3.9K | Added |
| 3 | Vaneck ETF Trust | 522.0K | $59.39M | 5.5% | −3.0K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 901.3K |
| $56.31M |
| 5.2% |
| +9.7K |
| Added |
| 5 | Schwab Strategic Tr | 1.55M | $50.73M | 4.7% | +7.7K | Added |
| 6 | Vanguard Scottsdale Fds | 140.1K | $43.30M | 4.0% | −304 | Reduced |
| 7 | Vanguard Index Fds | 140.2K | $40.69M | 3.7% | +1.2K | Added |
| 8 | Vanguard Whitehall Fds | 267.8K | $38.44M | 3.5% | +3.2K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 737.1K | $38.36M | 3.5% | +13.5K | Added |
| 10 | Global X Fds | 632.9K | $27.04M | 2.5% | −1.8K | Reduced |
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