West Chester, PACIK 20533074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
149 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 725.8K | $36.52M | 17.1% | +70.4K | Added |
| 2 | Vanguard Index Fds | 70.4K | $23.60M | 11.1% | +573 | Added |
| 3 | Spdr Series Trust | 140.0K | $11.23M | 5.3% | −3.6K | Reduced |
| 4 | Vanguard Whitehall Fds |
| 49.5K |
| $7.11M |
| 3.3% |
| +7.9K |
| Added |
| 5 | Schwab Strategic Tr | 252.2K | $6.68M | 3.1% | +3.7K | Added |
| 6 | Ishares Tr | 50.6K | $5.18M | 2.4% | +2.0K | Added |
| 7 | Ishares Tr | 41.0K | $4.09M | 1.9% | +2.0K | Added |
| 8 | Apple Inc | 14.9K | $4.05M | 1.9% | −522 | Reduced |
| 9 | Ishares Tr | 39.6K | $3.80M | 1.8% | −125 | Reduced |
| 10 | Vanguard Intl Equity Index F | 49.7K | $3.66M | 1.7% | −47 | Reduced |
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