Charleston, SCCIK 19119384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 55.7K | $37.98M | 20.9% | −2.0K | Reduced |
| 2 | Spdr Series Trust | 196.3K | $16.20M | 8.9% | +14.3K | Added |
| 3 | First Tr Exchng Traded Fd Vi | 363.6K | $12.46M | 6.8% | +236.0K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 183.4K |
| $11.46M |
| 6.3% |
| +13.6K |
| Added |
| 5 | Spdr Series Trust | 389.4K | $11.23M | 6.2% | +36.7K | Added |
| 6 | Spdr Series Trust | 91.7K | $8.34M | 4.6% | +10.5K | Added |
| 7 | First Tr Exchange-Traded Fd | 127.5K | $7.64M | 4.2% | −28.6K | Reduced |
| 8 | Ishares Tr | 71.2K | $5.90M | 3.2% | +4.9K | Added |
| 9 | Apple Inc | 20.7K | $5.64M | 3.1% | +2.3K | Added |
| 10 | Vanguard Scottsdale Fds | 63.7K | $5.34M | 2.9% | +4.9K | Added |
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