Carmel, CACIK 18189404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 159.3K | $65.77M | 13.1% | +1.2K | Added |
| 2 | Vanguard World Fd | 349.3K | $49.31M | 9.8% | +13.1K | Added |
| 3 | Ishares Tr | 317.7K | $39.17M | 7.8% | −1.5K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 603.1K |
| $37.68M |
| 7.5% |
| +3.7K |
| Added |
| 5 | Ishares Tr | 129.5K | $27.46M | 5.5% | −1.7K | Reduced |
| 6 | Vanguard Index Fds | 83.1K | $23.20M | 4.6% | +746 | Added |
| 7 | Vanguard World Fd | 90.5K | $22.74M | 4.5% | −2.0K | Reduced |
| 8 | Vanguard Index Fds | 104.4K | $18.53M | 3.7% | −123 | Reduced |
| 9 | Vanguard Intl Equity Index F | 331.7K | $17.83M | 3.5% | +565 | Added |
| 10 | Vanguard Index Fds | 57.9K | $16.79M | 3.3% | −856 | Reduced |
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