Raleigh, NCCIK 19014034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
358 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions | 4.38M | $191.43M | 12.0% | +12.4K | Added |
| 2 | ETF Ser Solutions | 4.35M | $123.96M | 7.8% | +47.7K | Added |
| 3 | Schwab Strategic Tr | 2.62M | $70.56M | 4.4% | +126.7K | Added |
| 4 | Vanguard Index Fds |
| 96.5K |
| $60.51M |
| 3.8% |
| +880 |
| Added |
| 5 | ETF Ser Solutions | 1.60M | $59.40M | 3.7% | +69.4K | Added |
| 6 | Capital Group Dividend Value | 1.25M | $54.67M | 3.4% | +67.0K | Added |
| 7 | First Tr Exchng Traded Fd Vi | 1.47M | $50.28M | 3.2% | −7.9K | Reduced |
| 8 | First Tr Exchange Traded Fd | 643.5K | $44.70M | 2.8% | +39.5K | Added |
| 9 | First Tr Exchange-Traded Fd | 1.90M | $38.32M | 2.4% | +369.5K | Added |
| 10 | Nvidia Corporation | 202.3K | $37.73M | 2.4% | +1.0K | Added |
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