Raleigh, NCCIK 19641164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 294.0K | $81.42M | 28.5% | −2.6K | Reduced |
| 2 | Ishares Tr | 487.5K | $44.78M | 15.7% | +1.2K | Added |
| 3 | Vanguard Malvern Fds | 452.6K | $35.25M | 12.3% | +7.5K | Added |
| 4 | Ishares Tr |
| 296.7K |
| $29.63M |
| 10.4% |
| −1.2K |
| Reduced |
| 5 | Ishares Tr | 155.7K | $21.96M | 7.7% | +782 | Added |
| 6 | Ishares Tr | 230.6K | $20.63M | 7.2% | −1.8K | Reduced |
| 7 | Ishares Tr | 98.9K | $13.54M | 4.7% | +1.5K | Added |
| 8 | Ishares Tr | 90.7K | $9.71M | 3.4% | +1.3K | Added |
| 9 | Ishares Inc | 104.3K | $7.01M | 2.5% | −1.4K | Reduced |
| 10 | Vanguard Scottsdale Fds | 66.7K | $6.63M | 2.3% | −311 | Reduced |
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