Raleigh, NCCIK 20048434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.58M | $62.58M | 25.5% | +58.8K | Added |
| 2 | Dimensional ETF Trust | 1.56M | $50.98M | 20.8% | +32.8K | Added |
| 3 | Dimensional ETF Trust | 385.4K | $12.75M | 5.2% | +15.2K | Added |
| 4 | Dimensional ETF Trust |
| 359.7K |
| $12.40M |
| 5.1% |
| +48.1K |
| Added |
| 5 | Dimensional ETF Trust | 286.1K | $12.18M | 5.0% | +37.1K | Added |
| 6 | American Centy ETF Tr | 137.7K | $11.33M | 4.6% | +807 | Added |
| 7 | Vanguard Intl Equity Index F | 66.3K | $9.36M | 3.8% | −407 | Reduced |
| 8 | American Centy ETF Tr | 75.8K | $8.47M | 3.5% | −714 | Reduced |
| 9 | Dimensional ETF Trust | 222.8K | $8.47M | 3.5% | +5.6K | Added |
| 10 | Dimensnl Ultrashrt Fixed | 147.9K | $7.49M | 3.1% | +39.3K | Added |
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