Pittsburgh, PACIK 20116494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 407.5K | $27.45M | 19.9% | −1.2K | Reduced |
| 2 | Schwab Strategic Tr | 718.7K | $19.58M | 14.2% | +39.5K | Added |
| 3 | Ishares Tr | 21.5K | $8.14M | 5.9% | 0 | Held |
| 4 | Vanguard Malvern Fds |
| 91.1K |
| $7.12M |
| 5.2% |
| +923 |
| Added |
| 5 | Nvidia Corporation | 36.2K | $6.70M | 4.9% | −6.6K | Reduced |
| 6 | Apple Inc | 19.5K | $5.43M | 3.9% | −3.4K | Reduced |
| 7 | Ishares Tr | 33.2K | $5.01M | 3.6% | 0 | Held |
| 8 | Alphabet Inc | 11.8K | $3.80M | 2.8% | −562 | Reduced |
| 9 | Microsoft Corp | 8.6K | $3.45M | 2.5% | −419 | Reduced |
| 10 | Dimensional ETF Trust | 40.2K | $3.15M | 2.3% | −4.0K | Reduced |
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