East Greenwich, RICIK 19113164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 361.7K | $16.66M | 9.7% | +39.9K | Added |
| 2 | Ishares Tr | 22.7K | $15.57M | 9.1% | +919 | Added |
| 3 | Vanguard Scottsdale Fds | 194.5K | $15.52M | 9.1% | +27.6K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 193.0K |
| $12.06M |
| 7.1% |
| +55.3K |
| Added |
| 5 | Vanguard Index Fds | 52.2K | $11.07M | 6.5% | +6.9K | Added |
| 6 | Fidelity Covington Trust | 281.9K | $10.32M | 6.0% | +41.3K | Added |
| 7 | Ishares Tr | 142.0K | $9.86M | 5.8% | +64.5K | Added |
| 8 | Vanguard Index Fds | 50.4K | $9.62M | 5.6% | +15.5K | Added |
| 9 | Vanguard Index Fds | 28.0K | $8.47M | 5.0% | +28.0K | New |
| 10 | Spdr Series Trust | 238.1K | $8.06M | 4.7% | +20.6K | Added |
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