Asheville, NCCIK 20204594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 34.0K | $21.32M | 16.0% | +1.7K | Added |
| 2 | Ishares Tr | 194.5K | $19.43M | 14.6% | +18.9K | Added |
| 3 | Ishares Tr | 220.7K | $10.56M | 7.9% | +14.2K | Added |
| 4 | Vanguard World Fd |
| 145.3K |
| $10.40M |
| 7.8% |
| +6.4K |
| Added |
| 5 | Vanguard Mun Bd Fds | 150.3K | $7.56M | 5.7% | −21.3K | Reduced |
| 6 | Morgan Stanley ETF Trust | 81.9K | $6.90M | 5.2% | +27.9K | Added |
| 7 | Ishares Tr | 57.5K | $5.15M | 3.9% | +3.2K | Added |
| 8 | Vanguard Star Fds | 56.3K | $4.25M | 3.2% | +5.3K | Added |
| 9 | Ishares Tr | 51.5K | $3.40M | 2.6% | −2.9K | Reduced |
| 10 | Ishares Tr | 27.0K | $2.89M | 2.2% | −2.7K | Reduced |
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