Charlotte, NCCIK 19974054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
680 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 46.63M | $4.18B | 10.0% | −942.9K | Reduced |
| 2 | Ishares Tr | 26.01M | $2.48B | 5.9% | +646.4K | Added |
| 3 | Ishares Inc | 32.49M | $2.19B | 5.2% | −162.3K | Reduced |
| 4 | Vanguard Index Fds |
| 3.60M |
| $1.76B |
| 4.2% |
| +89.8K |
| Added |
| 5 | Ishares Tr | 5.88M | $1.63B | 3.9% | −65.0K | Reduced |
| 6 | Vanguard Index Fds | 7.13M | $1.36B | 3.3% | +617.2K | Added |
| 7 | Ishares Tr | 25.59M | $1.33B | 3.2% | +1.00M | Added |
| 8 | Vanguard Tax-Managed Fds | 20.43M | $1.28B | 3.1% | +112.3K | Added |
| 9 | Ishares Tr | 15.52M | $1.21B | 2.9% | +216.8K | Added |
| 10 | Ishares Tr | 12.34M | $1.13B | 2.7% | +198.3K | Added |
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