Richland, WACIK 20325444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.14M | $30.73M | 13.1% | −32.8K | Reduced |
| 2 | Schwab Strategic Tr | 615.1K | $16.13M | 6.9% | −5.0K | Reduced |
| 3 | Schwab Strategic Tr | 435.7K | $14.21M | 6.1% | −3.5K | Reduced |
| 4 | Schwab Strategic Tr |
| 498.1K |
| $13.66M |
| 5.8% |
| −13.3K |
| Reduced |
| 5 | Schwab Strategic Tr | 530.5K | $12.40M | 5.3% | +19.3K | Added |
| 6 | Schwab Strategic Tr | 417.6K | $11.89M | 5.1% | +470 | Added |
| 7 | Schwab Strategic Tr | 487.7K | $11.73M | 5.0% | −8.4K | Reduced |
| 8 | Schwab Strategic Tr | 353.6K | $10.63M | 4.5% | +161 | Added |
| 9 | Schwab Strategic Tr | 282.8K | $8.37M | 3.6% | +1.9K | Added |
| 10 | Vanguard Index Fds | 9.4K | $5.91M | 2.5% | +97 | Added |
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