Concord, MACIK 19656654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.97M | $77.92M | 42.5% | +25.5K | Added |
| 2 | Dimensional ETF Trust | 799.7K | $30.48M | 16.6% | +23.9K | Added |
| 3 | Vanguard Index Fds | 63.3K | $21.23M | 11.6% | −847 | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 154.7K |
| $9.66M |
| 5.3% |
| −10.9K |
| Reduced |
| 5 | Dimensional ETF Trust | 248.5K | $8.09M | 4.4% | +6.0K | Added |
| 6 | Apple Inc | 25.7K | $6.99M | 3.8% | +22.2K | Added |
| 7 | Vanguard Index Fds | 23.0K | $4.38M | 2.4% | +1.1K | Added |
| 8 | Vanguard Index Fds | 14.0K | $3.61M | 2.0% | −683 | Reduced |
| 9 | Vanguard Intl Equity Index F | 40.9K | $2.20M | 1.2% | −3.7K | Reduced |
| 10 | Vanguard Index Fds | 7.8K | $1.65M | 0.9% | −422 | Reduced |
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