South Burlington, VTCIK 18473434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 25.2K | $6.84M | 3.8% | −282 | Reduced |
| 2 | Microsoft Corp | 13.7K | $6.63M | 3.7% | −584 | Reduced |
| 3 | Ishares Tr | 9.6K | $6.60M | 3.7% | −60 | Reduced |
| 4 | Fidelity Covington Trust |
| 171.3K |
| $6.27M |
| 3.5% |
| +8.0K |
| Added |
| 5 | Palo Alto Networks Inc | 30.6K | $5.65M | 3.2% | +1.6K | Added |
| 6 | Nvidia Corporation | 28.8K | $5.38M | 3.0% | +1.5K | Added |
| 7 | Ishares Tr | 43.5K | $5.19M | 2.9% | +10.7K | Added |
| 8 | Palantir Technologies Inc | 27.1K | $4.81M | 2.7% | −76 | Reduced |
| 9 | Dimensional ETF Trust | 89.6K | $4.47M | 2.5% | −7.7K | Reduced |
| 10 | Alphabet Inc | 13.7K | $4.30M | 2.4% | +814 | Added |
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