Charlotte, NCCIK 19030444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 34.6K | $23.72M | 8.8% | +81 | Added |
| 2 | Vanguard Scottsdale Fds | 211.6K | $17.72M | 6.6% | +21.2K | Added |
| 3 | Amazon Com Inc | 63.9K | $14.74M | 5.5% | +87 | Added |
| 4 | Dimensnl Ultrashrt Fixed |
| 279.6K |
| $14.16M |
| 5.3% |
| +73.0K |
| Added |
| 5 | Spdr Series Trust | 123.8K | $13.21M | 4.9% | +8.3K | Added |
| 6 | Vanguard Scottsdale Fds | 157.2K | $12.53M | 4.7% | +20.8K | Added |
| 7 | Berkshire Hathaway Inc Del | 22.3K | $11.23M | 4.2% | −188 | Reduced |
| 8 | Vanguard Mun Bd Fds | 103.8K | $7.85M | 2.9% | +8.4K | Added |
| 9 | Spdr Series Trust | 111.9K | $6.36M | 2.4% | +2.0K | Added |
| 10 | Dimensional ETF Trust | 103.0K | $6.13M | 2.3% | +3.7K | Added |
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