Charlotte, NCCIK 20148984 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 77.0K | $14.75M | 10.8% | −1.5K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 20.8K | $10.45M | 7.7% | +5.9K | Added |
| 3 | Vanguard Index Fds | 15.3K | $7.46M | 5.5% | −314 | Reduced |
| 4 | Vanguard Scottsdale Fds |
| 117.4K |
| $6.89M |
| 5.1% |
| −2.3K |
| Reduced |
| 5 | Vanguard Specialized Funds | 29.9K | $6.58M | 4.8% | −1.1K | Reduced |
| 6 | Ishares Tr | 54.1K | $6.50M | 4.8% | −1.2K | Reduced |
| 7 | Ishares Tr | 61.0K | $5.87M | 4.3% | +1.8K | Added |
| 8 | Ishares Tr | 82.1K | $5.42M | 4.0% | −3.8K | Reduced |
| 9 | Nvidia Corporation | 27.2K | $5.07M | 3.7% | −2.0K | Reduced |
| 10 | Schwab Strategic Tr | 180.5K | $4.86M | 3.6% | −5.6K | Reduced |
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