Greenville, SCCIK 20115804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.55M | $61.36M | 25.8% | +28.1K | Added |
| 2 | Vanguard Tax-Managed Fds | 510.1K | $31.87M | 13.4% | +7.9K | Added |
| 3 | Vanguard Bd Index Fds | 353.1K | $27.50M | 11.6% | +15.0K | Added |
| 4 | Vanguard Index Fds |
| 32.3K |
| $20.28M |
| 8.5% |
| +398 |
| Added |
| 5 | Dimensional ETF Trust | 542.7K | $17.95M | 7.6% | +9.8K | Added |
| 6 | Dimensional ETF Trust | 495.2K | $16.31M | 6.9% | +6.4K | Added |
| 7 | Vanguard Charlotte Fds | 324.1K | $15.66M | 6.6% | +27.5K | Added |
| 8 | Ishares Tr | 198.8K | $10.51M | 4.4% | +15.9K | Added |
| 9 | Dimensional ETF Trust | 288.3K | $9.48M | 4.0% | +13.4K | Added |
| 10 | Dimensional ETF Trust | 127.0K | $8.85M | 3.7% | +5.5K | Added |
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