Lynchburg, VACIK 20087584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
65 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 189.9K | $28.24M | 18.8% | −379 | Reduced |
| 2 | Ishares Tr | 225.5K | $19.09M | 12.7% | −1.9K | Reduced |
| 3 | Vanguard Index Fds | 54.1K | $18.13M | 12.1% | −433 | Reduced |
| 4 | Select Sector Spdr Tr |
| 70.1K |
| $10.09M |
| 6.7% |
| +33.4K |
| Added |
| 5 | Vanguard Star Fds | 133.5K | $10.07M | 6.7% | −837 | Reduced |
| 6 | Vanguard Index Fds | 24.9K | $5.22M | 3.5% | −55 | Reduced |
| 7 | Vanguard World Fd | 6.2K | $4.65M | 3.1% | −290 | Reduced |
| 8 | Select Sector Spdr Tr | 61.1K | $3.35M | 2.2% | −1.7K | Reduced |
| 9 | Select Sector Spdr Tr | 27.1K | $3.24M | 2.2% | +13.6K | Added |
| 10 | Select Sector Spdr Tr | 20.6K | $3.18M | 2.1% | −259 | Reduced |
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