Concord, CACIK 19101745 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
65 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Flexshares Tr | 1.64M | $39.29M | 25.1% | +1.64M | New |
| 2 | Dimensional ETF Trust | 378.1K | $14.41M | 9.2% | +828 | Added |
| 3 | Ishares Tr | 18.6K | $12.75M | 8.1% | +715 | Added |
| 4 | Vanguard Index Fds |
| 104.0K |
| $9.20M |
| 5.9% |
| +3.2K |
| Added |
| 5 | Ishares Tr | 178.3K | $8.55M | 5.5% | +407 | Added |
| 6 | Vanguard Intl Equity Index F | 106.5K | $7.83M | 5.0% | +48 | Added |
| 7 | Goldman Sachs ETF Tr | 43.7K | $5.78M | 3.7% | −3.9K | Reduced |
| 8 | Apple Inc | 19.9K | $5.40M | 3.4% | −1.2K | Reduced |
| 9 | Ishares Tr | 18.5K | $4.62M | 2.9% | +639 | Added |
| 10 | Vanguard Index Fds | 19.7K | $3.77M | 2.4% | +654 | Added |
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