Vestavia Hills, ALCIK 18001584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
127 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.13M | $55.77M | 11.3% | +39.3K | Added |
| 2 | Fidelity Merrimack Str Tr | 1.11M | $51.12M | 10.3% | +28.1K | Added |
| 3 | ETF Ser Solutions | 1.04M | $45.66M | 9.2% | +49.0K | Added |
| 4 | Spdr Series Trust |
| 346.3K |
| $36.95M |
| 7.5% |
| +9.1K |
| Added |
| 5 | Vanguard Scottsdale Fds | 441.7K | $35.22M | 7.1% | +11.2K | Added |
| 6 | Ishares Tr | 730.0K | $33.18M | 6.7% | +40.4K | Added |
| 7 | ETF Ser Solutions | 752.4K | $21.42M | 4.3% | +74.0K | Added |
| 8 | Ishares Tr | 44.3K | $20.95M | 4.2% | 0 | Held |
| 9 | Ishares Tr | 285.9K | $15.19M | 3.1% | +23.8K | Added |
| 10 | Schwab Strategic Tr | 451.2K | $12.38M | 2.5% | −17.2K | Reduced |
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