Winston Salem, NCCIK 20437254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
83 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 160.2K | $12.85M | 9.1% | −2.5K | Reduced |
| 2 | J P Morgan Exchange Traded F | 205.2K | $9.72M | 6.9% | +18.0K | Added |
| 3 | Spdr Series Trust | 135.5K | $7.70M | 5.4% | +1.2K | Added |
| 4 | Capital Group Core Equity Et |
| 189.2K |
| $7.61M |
| 5.4% |
| −40.3K |
| Reduced |
| 5 | Capital Grp Fixed Incm ETF T | 252.2K | $6.69M | 4.7% | +27.8K | Added |
| 6 | Spdr Series Trust | 184.5K | $5.40M | 3.8% | +1.7K | Added |
| 7 | Putnam ETF Trust | 111.8K | $5.09M | 3.6% | −48.8K | Reduced |
| 8 | Vanguard Whitehall Fds | 35.3K | $5.07M | 3.6% | +1.0K | Added |
| 9 | Spdr Series Trust | 167.7K | $5.06M | 3.6% | −1.6K | Reduced |
| 10 | Fidelity Covington Trust | 114.4K | $4.77M | 3.4% | +114.4K | New |
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