Mount Pleasant, SCCIK 20121844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 541.6K | $20.60M | 12.5% | +1.4K | Added |
| 2 | American Centy ETF Tr | 240.0K | $18.19M | 11.0% | −2.0K | Reduced |
| 3 | Dimensional ETF Trust | 278.0K | $13.33M | 8.1% | +1.7K | Added |
| 4 | Dimensional ETF Trust |
| 404.6K |
| $13.31M |
| 8.1% |
| +2.3K |
| Added |
| 5 | Dimensional ETF Trust | 329.6K | $13.05M | 7.9% | −997 | Reduced |
| 6 | Vanguard Bd Index Fds | 128.0K | $9.48M | 5.7% | +4.0K | Added |
| 7 | Dimensional ETF Trust | 274.5K | $8.69M | 5.3% | −2.3K | Reduced |
| 8 | Dimensional ETF Trust | 168.1K | $8.39M | 5.1% | −6.0K | Reduced |
| 9 | American Centy ETF Tr | 77.3K | $7.26M | 4.4% | −3.9K | Reduced |
| 10 | Dimensional ETF Trust | 215.3K | $7.01M | 4.2% | −4.6K | Reduced |
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