Carmel, INCIK 20106574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
363 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 46.1K | $34.7K | 8.1% | −165 | Reduced |
| 2 | Spdr Series Trust | 687.9K | $20.8K | 4.8% | +6.2K | Added |
| 3 | Eli Lilly & Co | 17.8K | $19.1K | 4.5% | −37 | Reduced |
| 4 | Schwab Strategic Tr |
| 660.7K |
| $17.8K |
| 4.1% |
| +9.6K |
| Added |
| 5 | Vanguard World Fd | 104.4K | $13.9K | 3.2% | −1.3K | Reduced |
| 6 | Ishares Tr | 152.7K | $13.7K | 3.2% | −4.4K | Reduced |
| 7 | Schwab Strategic Tr | 480.4K | $13.2K | 3.1% | −2.7K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 18.2K | $12.4K | 2.9% | +1 | Added |
| 9 | Invesco Exchange Traded Fd T | 61.9K | $11.8K | 2.8% | −3.7K | Reduced |
| 10 | Select Sector Spdr Tr | 92.4K | $10.9K | 2.5% | +1.2K | Added |
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