Raleigh, NCCIK 20454844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 120.1K | $12.00M | 4.9% | +4.2K | Added |
| 2 | Vanguard Index Fds | 16.2K | $10.14M | 4.1% | −8.1K | Reduced |
| 3 | Goldman Sachs ETF Tr | 95.7K | $9.03M | 3.7% | +13.2K | Added |
| 4 | Vanguard Index Fds |
| 18.2K |
| $8.86M |
| 3.6% |
| +1.5K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 121.7K | $7.60M | 3.1% | +11.4K | Added |
| 6 | Vanguard Index Fds | 33.3K | $6.37M | 2.6% | +3.3K | Added |
| 7 | Ishares Tr | 125.6K | $6.28M | 2.6% | +4.5K | Added |
| 8 | Schwab Strategic Tr | 175.2K | $5.74M | 2.3% | +877 | Added |
| 9 | Vanguard Index Fds | 26.9K | $5.70M | 2.3% | +438 | Added |
| 10 | Ishares Gold Tr | 69.3K | $5.62M | 2.3% | −1.2K | Reduced |
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