Greenville, SCCIK 19767514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 92.2K | $5.76M | 27.2% | +2.1K | Added |
| 2 | Vanguard Index Fds | 5.9K | $3.68M | 17.4% | +68 | Added |
| 3 | Ishares Tr | 5.2K | $2.00M | 9.4% | +5.2K | New |
| 4 | Vanguard Intl Equity Index F |
| 35.0K |
| $1.88M |
| 8.9% |
| +876 |
| Added |
| 5 | Ishares Tr | 16.7K | $1.67M | 7.9% | +316 | Added |
| 6 | Vanguard Scottsdale Fds | 20.8K | $1.65M | 7.8% | +433 | Added |
| 7 | Ishares Tr | 31.4K | $1.35M | 6.4% | +907 | Added |
| 8 | Schwab Strategic Tr | 38.0K | $1.01M | 4.8% | +855 | Added |
| 9 | Vanguard Charlotte Fds | 19.5K | $940.5K | 4.4% | +625 | Added |
| 10 | Vanguard Index Fds | 2.5K | $739.6K | 3.5% | +33 | Added |
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