Charlotte, NCCIK 20217033 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
113 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.41M | $55.79M | 18.3% | +249.9K | Added |
| 2 | Dimensional ETF Trust | 1.13M | $47.89M | 15.7% | +458.4K | Added |
| 3 | Dimensional ETF Trust | 1.37M | $44.75M | 14.7% | +124.1K | Added |
| 4 | Dimensional ETF Trust |
| 289.1K |
| $13.92M |
| 4.6% |
| +57.8K |
| Added |
| 5 | Dimensional ETF Trust | 216.5K | $11.39M | 3.7% | +27.6K | Added |
| 6 | Dimensional ETF Trust | 168.3K | $7.84M | 2.6% | −6.5K | Reduced |
| 7 | Dimensional World Equity | 86.1K | $6.37M | 2.1% | +23.3K | Added |
| 8 | Ishares Tr | 9.1K | $6.20M | 2.0% | −277 | Reduced |
| 9 | Dimensional ETF Trust | 164.4K | $5.41M | 1.8% | +33.8K | Added |
| 10 | Dimensional ETF Trust | 129.2K | $4.91M | 1.6% | +117.1K | Added |
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