Greensboro, NCCIK 20367754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 156.5K | $52.48M | 26.8% | +1.9K | Added |
| 2 | Vanguard Bd Index Fds | 421.7K | $31.24M | 16.0% | +11.8K | Added |
| 3 | Vanguard Tax-Managed Fds | 340.6K | $21.28M | 10.9% | −11.3K | Reduced |
| 4 | Ishares Tr |
| 80.7K |
| $11.99M |
| 6.1% |
| −14.8K |
| Reduced |
| 5 | Vanguard Mun Bd Fds | 196.5K | $9.88M | 5.1% | +31.6K | Added |
| 6 | Vanguard Intl Equity Index F | 123.5K | $6.64M | 3.4% | −12.9K | Reduced |
| 7 | Dimensional ETF Trust | 130.9K | $6.13M | 3.1% | −4.6K | Reduced |
| 8 | Ishares Tr | 53.1K | $5.69M | 2.9% | −912 | Reduced |
| 9 | Vanguard Charlotte Fds | 113.7K | $5.49M | 2.8% | +11.7K | Added |
| 10 | Vanguard Index Fds | 8.5K | $4.14M | 2.1% | +6.7K | Added |
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