South Burlington, VTCIK 19652674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 39.3K | $26.95M | 9.7% | +406 | Added |
| 2 | Ishares Tr | 260.6K | $26.03M | 9.4% | +6.8K | Added |
| 3 | Ishares Tr | 249.3K | $16.45M | 5.9% | +6.2K | Added |
| 4 | Ishares Tr |
| 102.5K |
| $12.23M |
| 4.4% |
| +95 |
| Added |
| 5 | Ishrs 10 Yr Invest Grade | 205.7K | $10.38M | 3.7% | +5.3K | Added |
| 6 | Apple Inc | 31.8K | $8.64M | 3.1% | −243 | Reduced |
| 7 | Nvidia Corporation | 43.9K | $8.19M | 2.9% | −10.6K | Reduced |
| 8 | Ishares Tr | 97.7K | $8.09M | 2.9% | +2.3K | Added |
| 9 | Microsoft Corp | 16.3K | $7.86M | 2.8% | −55 | Reduced |
| 10 | Cummins Inc | 14.9K | $7.60M | 2.7% | −415 | Reduced |
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