Daniel Island, SCCIK 18438674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
129 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust I | 1.33M | $57.58M | 10.9% | −27.0K | Reduced |
| 2 | Schwab Strategic Tr | 1.30M | $35.59M | 6.8% | +100.0K | Added |
| 3 | Vanguard Star Fds | 306.2K | $23.10M | 4.4% | +29.2K | Added |
| 4 | Spdr Series Trust |
| 519.6K |
| $22.47M |
| 4.3% |
| +34.5K |
| Added |
| 5 | Vanguard Index Fds | 86.5K | $22.32M | 4.2% | +10.8K | Added |
| 6 | J P Morgan Exchange Traded F | 369.7K | $21.16M | 4.0% | +29.4K | Added |
| 7 | Vanguard Index Fds | 40.8K | $19.90M | 3.8% | +4.9K | Added |
| 8 | Global X Fds | 296.7K | $17.96M | 3.4% | +22.1K | Added |
| 9 | Vanguard World Fd | 22.9K | $17.30M | 3.3% | +526 | Added |
| 10 | Spdr Series Trust | 627.0K | $15.88M | 3.0% | +44.1K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio