Hermitage, PACIK 18487044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
138 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 202.3K | $15.76M | 6.4% | +10.9K | Added |
| 2 | Ishares Tr | 277.0K | $12.59M | 5.1% | +10.2K | Added |
| 3 | Schwab Strategic Tr | 398.9K | $10.74M | 4.3% | +3.2K | Added |
| 4 | Schwab Strategic Tr |
| 324.8K |
| $10.59M |
| 4.3% |
| +6.8K |
| Added |
| 5 | Ishares Gold Tr | 123.0K | $9.98M | 4.0% | +2.6K | Added |
| 6 | Wisdomtree Tr | 111.5K | $9.98M | 4.0% | +2.4K | Added |
| 7 | Ishares Tr | 112.3K | $9.30M | 3.8% | +7.1K | Added |
| 8 | Schwab Strategic Tr | 325.5K | $8.93M | 3.6% | +14.7K | Added |
| 9 | J P Morgan Exchange Traded F | 149.4K | $8.55M | 3.4% | +12.4K | Added |
| 10 | J P Morgan Exchange Traded F | 133.3K | $8.42M | 3.4% | +4.0K | Added |
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