Durham, NCCIK 19621051 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 47.6K | $23.23M | 19.5% | +47.6K | New Position |
| 2 | Vanguard Tax-Managed Fds | 257.6K | $16.09M | 13.5% | +257.6K | New Position |
| 3 | Hartford Fds Exchange Traded | 253.8K | $9.93M | 8.3% | +253.8K | New Position |
| 4 |
| Fidelity Merrimack Str Tr |
| 194.6K |
| $8.96M |
| 7.5% |
| +194.6K |
| New Position |
| 5 | American Centy ETF Tr | 99.5K | $7.66M | 6.4% | +99.5K | New Position |
| 6 | Vanguard Index Fds | 39.9K | $7.61M | 6.4% | +39.9K | New Position |
| 7 | Vanguard Index Fds | 19.5K | $6.54M | 5.5% | +19.5K | New Position |
| 8 | Ishares Tr | 95.1K | $6.28M | 5.3% | +95.1K | New Position |
| 9 | Vanguard Star Fds | 69.2K | $5.22M | 4.4% | +69.2K | New Position |
| 10 | Capital Grp Fixed Incm ETF T | 195.6K | $5.15M | 4.3% | +195.6K | New Position |
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