Williston, VTCIK 19660264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
356 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 48.9K | $23.67M | 5.3% | +250 | Added |
| 2 | Apple Inc | 59.9K | $16.29M | 3.7% | −2.2K | Reduced |
| 3 | Vanguard Index Fds | 21.1K | $13.25M | 3.0% | +5.2K | Added |
| 4 | Vanguard Whitehall Fds |
| 64.2K |
| $9.21M |
| 2.1% |
| +10.7K |
| Added |
| 5 | Ishares Tr | 83.4K | $8.37M | 1.9% | +39.4K | Added |
| 6 | International Business Machs | 24.0K | $7.10M | 1.6% | −97 | Reduced |
| 7 | Vanguard Tax-Managed Fds | 109.5K | $6.84M | 1.5% | +22.1K | Added |
| 8 | Schwab Strategic Tr | 206.3K | $6.73M | 1.5% | +11.8K | Added |
| 9 | J P Morgan Exchange Traded F | 110.1K | $5.57M | 1.3% | +18.7K | Added |
| 10 | Procter And Gamble Co | 38.2K | $5.48M | 1.2% | −435 | Reduced |
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