Asheville, NCCIK 19432284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
165 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 51.4K | $16.17M | 10.8% | +845 | Added |
| 2 | Vanguard Tax-Managed Fds | 218.4K | $13.64M | 9.1% | +2.4K | Added |
| 3 | Vanguard Index Fds | 38.4K | $11.16M | 7.4% | +896 | Added |
| 4 | Vanguard Index Fds |
| 41.1K |
| $10.60M |
| 7.0% |
| +986 |
| Added |
| 5 | Vanguard Index Fds | 115.3K | $10.20M | 6.8% | +854 | Added |
| 6 | Vanguard Bd Index Fds | 86.1K | $6.38M | 4.2% | +5.9K | Added |
| 7 | Ishares Tr | 56.4K | $6.20M | 4.1% | +444 | Added |
| 8 | Vanguard Charlotte Fds | 116.8K | $5.64M | 3.8% | +6.4K | Added |
| 9 | Ishares U S ETF Tr | 93.3K | $4.55M | 3.0% | +21.7K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 218.1K | $4.11M | 2.7% | +2.0K | Added |
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