Birmingham, MICIK 18770934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 405.9K | $25.35M | 10.8% | −12.2K | Reduced |
| 2 | Vanguard Specialized Funds | 74.6K | $16.39M | 7.0% | −360 | Reduced |
| 3 | Ishares Tr | 77.7K | $15.43M | 6.6% | −321 | Reduced |
| 4 | Ishares Tr |
| 22.4K |
| $15.37M |
| 6.5% |
| 0 |
| Held |
| 5 | Ishares Tr | 144.4K | $14.42M | 6.1% | +955 | Added |
| 6 | Ishares Tr | 152.2K | $13.62M | 5.8% | +4.3K | Added |
| 7 | Schwab Strategic Tr | 475.6K | $12.48M | 5.3% | −4.1K | Reduced |
| 8 | Ishares Tr | 48.4K | $8.12M | 3.5% | −3.8K | Reduced |
| 9 | Spdr Series Trust | 74.0K | $7.90M | 3.4% | −5.7K | Reduced |
| 10 | Ishares Tr | 75.9K | $7.78M | 3.3% | −1.6K | Reduced |
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