Boone, NCCIK 20120034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 152.9K | $29.21M | 17.6% | −5.1K | Reduced |
| 2 | Schwab Strategic Tr | 918.9K | $25.00M | 15.0% | −51.7K | Reduced |
| 3 | Dimensional ETF Trust | 259.7K | $12.96M | 7.8% | +259.7K | New |
| 4 | Vanguard Index Fds |
| 44.6K |
| $12.96M |
| 7.8% |
| +44.6K |
| New |
| 5 | Vanguard World Fd | 100.1K | $12.61M | 7.6% | +4.3K | Added |
| 6 | Alps ETF Tr | 106.0K | $4.99M | 3.0% | −223.5K | Reduced |
| 7 | Exxon Mobil Corp | 35.5K | $4.27M | 2.6% | −687 | Reduced |
| 8 | Chevron Corp New | 26.8K | $4.09M | 2.5% | +194 | Added |
| 9 | Cisco Sys Inc | 41.3K | $3.18M | 1.9% | −2.0K | Reduced |
| 10 | Lockheed Martin Corp | 6.5K | $3.17M | 1.9% | −84 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio