Phoenixville, PACIK 18624434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
575 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 59.1K | $40.48M | 22.0% | +1.9K | Added |
| 2 | Dimensional ETF Trust | 481.2K | $18.37M | 10.0% | +7.5K | Added |
| 3 | Dimensional ETF Trust | 395.6K | $16.86M | 9.2% | +13.7K | Added |
| 4 | Ea Series Trust |
| 531.7K |
| $15.96M |
| 8.7% |
| +15.7K |
| Added |
| 5 | Ea Series Trust | 278.3K | $9.83M | 5.4% | +11.5K | Added |
| 6 | Dimensional ETF Trust | 226.7K | $7.38M | 4.0% | +7.7K | Added |
| 7 | Dimensional ETF Trust | 136.4K | $6.55M | 3.6% | −203 | Reduced |
| 8 | Spdr Series Trust | 211.7K | $6.11M | 3.3% | +8.3K | Added |
| 9 | Ea Series Trust | 239.7K | $6.06M | 3.3% | +10.0K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 52.2K | $4.42M | 2.4% | +2.2K | Added |
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