Asheville, NCCIK 18425544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
65 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 656.2K | $30.71M | 12.1% | +36.7K | Added |
| 2 | Invesco Exch Traded Fd Tr II | 108.8K | $27.53M | 10.9% | −618 | Reduced |
| 3 | American Centy ETF Tr | 311.1K | $25.61M | 10.1% | +2.8K | Added |
| 4 | American Centy ETF Tr |
| 307.5K |
| $23.68M |
| 9.3% |
| +10.2K |
| Added |
| 5 | Wisdomtree Tr | 229.6K | $20.53M | 8.1% | +213 | Added |
| 6 | Ishares Tr | 29.6K | $20.25M | 8.0% | −669 | Reduced |
| 7 | Capital Group Dividend Value | 449.1K | $19.60M | 7.7% | +3.5K | Added |
| 8 | New York Life Invts Active E | 550.7K | $13.18M | 5.2% | +53.0K | Added |
| 9 | Spdr Series Trust | 186.3K | $8.52M | 3.4% | +2.0K | Added |
| 10 | Spdr Series Trust | 330.8K | $8.52M | 3.4% | +2.7K | Added |
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