West Chester, PACIK 19042744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
806 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 4.31M | $275.23M | 9.6% | +369.8K | Added |
| 2 | Vanguard Intl Equity Index F | 3.03M | $167.26M | 5.8% | +206.8K | Added |
| 3 | Vanguard Index Fds | 425.9K | $144.82M | 5.0% | +29.0K | Added |
| 4 | Vanguard Index Fds |
| 187.8K |
| $119.09M |
| 4.1% |
| +16.8K |
| Added |
| 5 | Ishares Tr | 1.11M | $101.21M | 3.5% | −19.1K | Reduced |
| 6 | Vanguard Scottsdale Fds | 1.15M | $89.61M | 3.1% | +67.2K | Added |
| 7 | Ishares Tr | 3.83M | $88.31M | 3.1% | +418.8K | Added |
| 8 | Nvidia Corporation | 458.2K | $86.66M | 3.0% | −4.2K | Reduced |
| 9 | Apple Inc | 282.9K | $73.64M | 2.6% | +7.8K | Added |
| 10 | Vanguard Mun Bd Fds | 1.32M | $66.84M | 2.3% | +118.3K | Added |
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