Charleston, SCCIK 20111134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 149.2K | $31.38M | 17.6% | +2.7K | Added |
| 2 | Ishares Tr | 266.1K | $18.47M | 10.3% | +4.1K | Added |
| 3 | Ishares Tr | 39.0K | $18.45M | 10.3% | +268 | Added |
| 4 | First Tr Exchng Traded Fd Vi |
| 400.0K |
| $15.10M |
| 8.4% |
| −13.4K |
| Reduced |
| 5 | Vanguard Tax-Managed Fds | 227.6K | $14.22M | 8.0% | +7.5K | Added |
| 6 | American Centy ETF Tr | 125.9K | $12.84M | 7.2% | +3.1K | Added |
| 7 | Alphabet Inc | 26.0K | $8.17M | 4.6% | +6.4K | Added |
| 8 | American Centy ETF Tr | 82.2K | $6.33M | 3.5% | +2.3K | Added |
| 9 | Mplx LP | 99.3K | $5.30M | 3.0% | +2.0K | Added |
| 10 | USA Compression Partners LP | 230.4K | $5.30M | 3.0% | +5.0K | Added |
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