Huntersville, NCCIK 20339872 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
134 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blackrock ETF Trust | 122.6K | $7.46M | 6.5% | +50.2K | Added |
| 2 | Ishares Tr | 32.9K | $6.97M | 6.0% | +18.9K | Added |
| 3 | Ishares Tr | 46.8K | $5.77M | 5.0% | +19.5K | Added |
| 4 | Ishares Tr |
| 56.0K |
| $5.69M |
| 4.9% |
| +19.9K |
| Added |
| 5 | Ishares Inc | 81.8K | $5.50M | 4.8% | +41.0K | Added |
| 6 | Ishares Tr | 14.5K | $4.97M | 4.3% | +6.1K | Added |
| 7 | Vanguard Index Fds | 5.2K | $3.23M | 2.8% | +333 | Added |
| 8 | Spdr Series Trust | 38.4K | $3.08M | 2.7% | −14.4K | Reduced |
| 9 | Blackrock ETF Trust | 77.6K | $2.99M | 2.6% | +32.4K | Added |
| 10 | Ishares Tr | 40.7K | $2.90M | 2.5% | +9.8K | Added |
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