Conshohocken, PACIK 20101454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
42 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 79.6K | $17.49M | 16.0% | −1.3K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 218.1K | $13.63M | 12.4% | +20.3K | Added |
| 3 | Vanguard Bd Index Fds | 220.5K | $10.99M | 10.0% | +9.8K | Added |
| 4 | Ishares Tr |
| 241.6K |
| $10.36M |
| 9.5% |
| +11.0K |
| Added |
| 5 | Spdr Series Trust | 61.1K | $8.50M | 7.8% | −15.0K | Reduced |
| 6 | Ishares Gold Tr | 98.9K | $8.03M | 7.3% | −7.8K | Reduced |
| 7 | Vanguard Index Fds | 11.9K | $7.49M | 6.8% | −4.8K | Reduced |
| 8 | Vanguard Whitehall Fds | 81.3K | $5.48M | 5.0% | +12.4K | Added |
| 9 | Vanguard Intl Equity Index F | 99.5K | $5.35M | 4.9% | +11.7K | Added |
| 10 | Vanguard Scottsdale Fds | 79.8K | $4.45M | 4.1% | +1.1K | Added |
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