Baton Rouge, LACIK 18675704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
93 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust | 191.4K | $10.85M | 7.5% | −12.7K | Reduced |
| 2 | Vanguard Index Fds | 17.2K | $8.41M | 5.8% | −1.9K | Reduced |
| 3 | Fidelity Merrimack Str Tr | 152.8K | $7.03M | 4.8% | −14.6K | Reduced |
| 4 | Ishares Tr |
| 103.7K |
| $6.84M |
| 4.7% |
| −6.5K |
| Reduced |
| 5 | Ishares Tr | 49.4K | $5.14M | 3.5% | −564 | Reduced |
| 6 | Ishares Tr | 6.6K | $4.51M | 3.1% | −20 | Reduced |
| 7 | Capital Grp Fixed Incm ETF T | 158.4K | $4.20M | 2.9% | −8.5K | Reduced |
| 8 | Vanguard Index Fds | 20.2K | $3.86M | 2.7% | −5.3K | Reduced |
| 9 | Ishares Tr | 55.4K | $3.72M | 2.6% | −10.3K | Reduced |
| 10 | Fidelity Covington Trust | 61.1K | $3.35M | 2.3% | −8.7K | Reduced |
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