Shepherdstown, WVCIK 19547825 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
217 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 73.7K | $50.49M | 15.1% | +660 | Added |
| 2 | Ishares Tr | 310.1K | $14.43M | 4.3% | +387 | Added |
| 3 | Nvidia Corporation | 63.0K | $11.75M | 3.5% | +249 | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 14.1K |
| $9.61M |
| 2.9% |
| +3.6K |
| Added |
| 5 | Ishares Tr | 91.1K | $8.77M | 2.6% | +2.9K | Added |
| 6 | Ishares Tr | 178.3K | $8.69M | 2.6% | +74.2K | Added |
| 7 | Apple Inc | 27.5K | $7.49M | 2.2% | +620 | Added |
| 8 | Spdr Series Trust | 66.4K | $7.09M | 2.1% | +15.6K | Added |
| 9 | Ishares Tr | 33.3K | $7.07M | 2.1% | +8.6K | Added |
| 10 | Vanguard Index Fds | 10.7K | $6.73M | 2.0% | −56 | Reduced |
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