Roswell, GACIK 20529894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
31 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 52.4K | $32.89M | 26.2% | +2.9K | Added |
| 2 | Vanguard Intl Equity Index F | 243.0K | $17.88M | 14.2% | −18.4K | Reduced |
| 3 | Vanguard Index Fds | 49.3K | $10.30M | 8.2% | −5.8K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 132.5K |
| $8.28M |
| 6.6% |
| +9.1K |
| Added |
| 5 | Vanguard Index Fds | 13.7K | $6.66M | 5.3% | −1.2K | Reduced |
| 6 | Vanguard Index Fds | 33.1K | $6.31M | 5.0% | +63 | Added |
| 7 | Vanguard Intl Equity Index F | 95.9K | $5.15M | 4.1% | +5.2K | Added |
| 8 | Spdr S&P 500 ETF Tr | 7.3K | $4.98M | 4.0% | −15 | Reduced |
| 9 | Dimensional ETF Trust | 89.6K | $4.47M | 3.6% | +2.7K | Added |
| 10 | Ishares Tr | 29.9K | $3.59M | 2.9% | −4.6K | Reduced |
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