Greenville, SCCIK 20105074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
168 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.60M | $63.36M | 11.7% | +477.5K | Added |
| 2 | Vanguard Bd Index Fds | 630.3K | $49.09M | 9.1% | +70.4K | Added |
| 3 | Vanguard Charlotte Fds | 534.8K | $25.84M | 4.8% | +72.3K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 371.4K |
| $23.20M |
| 4.3% |
| +57.2K |
| Added |
| 5 | Dimensional ETF Trust | 591.5K | $19.48M | 3.6% | +258.8K | Added |
| 6 | Vanguard Index Fds | 87.4K | $18.51M | 3.4% | +65.7K | Added |
| 7 | Ishares Tr | 320.5K | $16.95M | 3.1% | +36.4K | Added |
| 8 | Vanguard Index Fds | 25.3K | $15.87M | 2.9% | +5.3K | Added |
| 9 | Ishares Tr | 154.2K | $15.40M | 2.9% | +127.7K | Added |
| 10 | Dimensional ETF Trust | 424.2K | $14.03M | 2.6% | +54.4K | Added |
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