Wilmington, DECIK 18443754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.32M | $42.98M | 13.2% | −15.2K | Reduced |
| 2 | Schwab Strategic Tr | 1.14M | $33.62M | 10.3% | +1.6K | Added |
| 3 | Ishares Tr | 393.6K | $32.47M | 10.0% | +5.6K | Added |
| 4 | Vanguard Index Fds |
| 56.6K |
| $27.63M |
| 8.5% |
| +548 |
| Added |
| 5 | Vanguard Index Fds | 134.4K | $25.67M | 7.9% | +2.2K | Added |
| 6 | Vanguard Bd Index Fds | 273.6K | $20.27M | 6.2% | +5.2K | Added |
| 7 | Ishares Inc | 234.8K | $15.78M | 4.8% | +1.8K | Added |
| 8 | Ishares Tr | 145.2K | $12.99M | 4.0% | +69 | Added |
| 9 | Ishares Tr | 112.5K | $12.05M | 3.7% | +3.5K | Added |
| 10 | Vanguard Index Fds | 39.9K | $12.05M | 3.7% | +362 | Added |
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