Charlotte, NCCIK 19721384 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 | Dimensional ETF Trust | 904.3K | $42.32M | 12.9% | +100.3K | Added |
| 2 | Dimensional ETF Trust | 1.18M | $40.67M | 12.4% | +112.1K | Added |
| 3 | Dimensional ETF Trust | 657.6K | $34.61M | 10.6% | +56.0K | Added |
| 4 | T Rowe Price ETF Inc |
| 772.8K |
| $33.06M |
| 10.1% |
| +38.7K |
| Added |
| 5 | Dimensional ETF Trust | 496.3K | $21.12M | 6.5% | +70.1K | Added |
| 6 | Capital Group Growth ETF | 430.9K | $19.16M | 5.9% | +5.6K | Added |
| 7 | American Centy ETF Tr | 237.6K | $18.30M | 5.6% | +237.6K | New |
| 8 | Dimensional ETF Trust | 529.9K | $17.43M | 5.3% | +32.9K | Added |
| 9 | First Tr Exchng Traded Fd Vi | 384.7K | $17.05M | 5.2% | +31.5K | Added |
| 10 | Dimensional ETF Trust | 170.3K | $12.63M | 3.9% | −7.9K | Reduced |
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