Asheville, NCCIK 20547014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 135.1K | $12.58M | 17.9% | +14.4K | Added |
| 2 | Wisdomtree Tr | 114.2K | $7.04M | 10.0% | +3.3K | Added |
| 3 | Tidal Tr II | 263.4K | $5.06M | 7.2% | −4.1K | Reduced |
| 4 | Dimensional ETF Trust |
| 114.7K |
| $4.54M |
| 6.4% |
| +8.8K |
| Added |
| 5 | Return Stacked Us Stk | 118.3K | $3.35M | 4.8% | +8.0K | Added |
| 6 | Schwab Strategic Tr | 112.7K | $3.09M | 4.4% | +317 | Added |
| 7 | Dimensional ETF Trust | 90.4K | $2.96M | 4.2% | +13.4K | Added |
| 8 | Schwab Strategic Tr | 78.3K | $2.47M | 3.5% | −1.0K | Reduced |
| 9 | Schwab Strategic Tr | 46.1K | $2.05M | 2.9% | −66 | Reduced |
| 10 | Dimensional ETF Trust | 58.7K | $1.98M | 2.8% | −1.0K | Reduced |
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