Raleigh, NCCIK 18493364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 465.4K | $156.02M | 53.6% | −4.6K | Reduced |
| 2 | Ishares Tr | 405.5K | $38.99M | 13.4% | +14.6K | Added |
| 3 | Schwab Strategic Tr | 1.35M | $33.75M | 11.6% | +75.1K | Added |
| 4 | Vanguard Intl Equity Index F |
| 260.9K |
| $19.19M |
| 6.6% |
| +1.5K |
| Added |
| 5 | Schwab Strategic Tr | 447.7K | $11.74M | 4.0% | −4.4K | Reduced |
| 6 | Ishares Tr | 101.2K | $8.38M | 2.9% | +4.9K | Added |
| 7 | Vanguard Mun Bd Fds | 154.6K | $7.78M | 2.7% | +5.1K | Added |
| 8 | Schwab Strategic Tr | 196.2K | $4.72M | 1.6% | −431 | Reduced |
| 9 | Spdr Series Trust | 26.6K | $2.43M | 0.8% | +3.0K | Added |
| 10 | Apple Inc | 5.8K | $1.58M | 0.5% | −201 | Reduced |
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