Lexington, KYCIK 19290704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
109 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 898.9K | $66.58M | 19.9% | +18.7K | Added |
| 2 | Invesco Exchange Traded Fd T | 220.5K | $42.24M | 12.7% | −2.9K | Reduced |
| 3 | Ishares Tr | 261.7K | $28.83M | 8.6% | +6.5K | Added |
| 4 | Ishares Tr |
| 284.2K |
| $27.33M |
| 8.2% |
| +5.2K |
| Added |
| 5 | Schwab Strategic Tr | 802.6K | $22.86M | 6.8% | −24.8K | Reduced |
| 6 | Schwab Strategic Tr | 819.2K | $22.47M | 6.7% | +15.3K | Added |
| 7 | Vanguard Tax-Managed Fds | 137.0K | $8.56M | 2.6% | −3.2K | Reduced |
| 8 | Vanguard Intl Equity Index F | 147.3K | $7.92M | 2.4% | −3.7K | Reduced |
| 9 | Schwab Strategic Tr | 241.3K | $6.33M | 1.9% | +53.5K | Added |
| 10 | Ishares Tr | 69.9K | $6.09M | 1.8% | +4.7K | Added |
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