Richmond, VACIK 20461574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
151 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 548.5K | $34.26M | 7.7% | −12.2K | Reduced |
| 2 | Spdr Series Trust | 258.7K | $23.64M | 5.3% | +22.0K | Added |
| 3 | Vanguard Index Fds | 43.7K | $21.32M | 4.8% | −1.0K | Reduced |
| 4 | Vanguard World Fd |
| 26.0K |
| $19.63M |
| 4.4% |
| −1.3K |
| Reduced |
| 5 | Eli Lilly & Co | 17.4K | $18.71M | 4.2% | −4.0K | Reduced |
| 6 | Vanguard Index Fds | 46.9K | $14.77M | 3.3% | +210 | Added |
| 7 | Ishares Tr | 113.2K | $13.95M | 3.1% | −942 | Reduced |
| 8 | Vanguard Bd Index Fds | 245.9K | $12.26M | 2.8% | +24.2K | Added |
| 9 | Ishares Tr | 116.7K | $11.66M | 2.6% | +27.1K | Added |
| 10 | Select Sector Spdr Tr | 73.4K | $10.56M | 2.4% | +36.5K | Added |
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