King Of Prussia, PACIK 20556204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
130 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 346.6K | $11.30M | 7.7% | +8.4K | Added |
| 2 | Schwab Strategic Tr | 316.4K | $8.68M | 5.9% | +15.5K | Added |
| 3 | T Rowe Price ETF Inc | 225.9K | $8.63M | 5.9% | +7.6K | Added |
| 4 | Schwab Strategic Tr |
| 164.3K |
| $4.68M |
| 3.2% |
| +6.2K |
| Added |
| 5 | Spdr Index Shs Fds | 96.8K | $4.53M | 3.1% | +13.7K | Added |
| 6 | Vanguard World Fd | 5.4K | $4.08M | 2.8% | +131 | Added |
| 7 | Spdr Series Trust | 43.4K | $3.96M | 2.7% | +27.9K | Added |
| 8 | J P Morgan Exchange Traded F | 56.4K | $3.71M | 2.5% | +9.0K | Added |
| 9 | Ishares Tr | 5.1K | $3.48M | 2.4% | +60 | Added |
| 10 | Capital Group Dividend Value | 77.0K | $3.36M | 2.3% | +1.7K | Added |
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