Birmingham, ALCIK 18019264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
177 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 103.2K | $19.89M | 7.7% | +25.4K | Added |
| 2 | Vanguard Index Fds | 33.2K | $16.16M | 6.3% | +2.5K | Added |
| 3 | J P Morgan Exchange Traded F | 162.0K | $9.29M | 3.6% | −13.2K | Reduced |
| 4 | Schwab Strategic Tr |
| 324.3K |
| $8.99M |
| 3.5% |
| −25.4K |
| Reduced |
| 5 | Fidelity Merrimack Str Tr | 188.4K | $8.68M | 3.4% | +12.0K | Added |
| 6 | Fidelity Covington Trust | 232.4K | $8.51M | 3.3% | +84.3K | Added |
| 7 | Schwab Strategic Tr | 253.5K | $8.24M | 3.2% | −11.8K | Reduced |
| 8 | Fidelity Covington Trust | 207.5K | $7.90M | 3.1% | +56.9K | Added |
| 9 | Vanguard World Fd | 55.2K | $7.86M | 3.1% | +19.2K | Added |
| 10 | Apple Inc | 28.7K | $7.77M | 3.0% | −251 | Reduced |
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