Raleigh, NCCIK 20549204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 247.5K | $11.59M | 9.9% | −7.6K | Reduced |
| 2 | Microsoft Corp | 17.4K | $8.43M | 7.2% | +2 | Added |
| 3 | Dimensional ETF Trust | 154.4K | $6.11M | 5.2% | −7.5K | Reduced |
| 4 | Janus Detroit Str Tr |
| 117.2K |
| $5.76M |
| 4.9% |
| −1.6K |
| Reduced |
| 5 | Dimensional ETF Trust | 145.3K | $5.54M | 4.7% | +7.0K | Added |
| 6 | Apple Inc | 19.9K | $5.42M | 4.6% | −1.7K | Reduced |
| 7 | Dimensional ETF Trust | 71.9K | $5.01M | 4.3% | −2.1K | Reduced |
| 8 | Dimensional ETF Trust | 105.6K | $4.49M | 3.8% | +4.7K | Added |
| 9 | Dimensional ETF Trust | 136.3K | $4.46M | 3.8% | −382 | Reduced |
| 10 | Dimensional ETF Trust | 125.1K | $4.28M | 3.6% | +5.0K | Added |
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