Milton, GACIK 20155784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
157 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 20.5K | $14.00M | 5.9% | −398 | Reduced |
| 2 | Vanguard Bd Index Fds | 238.3K | $11.88M | 5.0% | +6.1K | Added |
| 3 | Schwab Strategic Tr | 407.2K | $11.17M | 4.7% | +14.4K | Added |
| 4 | Ishares Tr |
| 132.6K |
| $8.75M |
| 3.7% |
| −4.9K |
| Reduced |
| 5 | First Tr Exchange-Traded Fd | 183.1K | $8.44M | 3.5% | −2.8K | Reduced |
| 6 | First Tr Exchange-Traded Fd | 174.5K | $7.74M | 3.3% | −185 | Reduced |
| 7 | Capital Group Dividend Value | 168.6K | $7.36M | 3.1% | +3.8K | Added |
| 8 | Capital Group Growth ETF | 157.6K | $7.01M | 2.9% | +8.7K | Added |
| 9 | Ishares Tr | 10.2K | $6.99M | 2.9% | −411 | Reduced |
| 10 | Aflac Inc | 58.2K | $6.41M | 2.7% | 0 | Held |
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