Charlotte, NCCIK 20566274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
268 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 508.1K | $170.34M | 24.9% | +57.6K | Added |
| 2 | Vanguard Mun Bd Fds | 1.11M | $55.62M | 8.1% | +11.1K | Added |
| 3 | Vanguard Index Fds | 85.3K | $53.49M | 7.8% | +24.2K | Added |
| 4 | Vanguard Star Fds |
| 674.9K |
| $50.92M |
| 7.5% |
| +35.3K |
| Added |
| 5 | Cincinnati Finl Corp | 297.6K | $48.87M | 7.2% | −19.4K | Reduced |
| 6 | Vanguard Intl Equity Index F | 649.0K | $47.74M | 7.0% | +323.3K | Added |
| 7 | Vanguard Mun Bd Fds | 326.9K | $24.70M | 3.6% | +126.8K | Added |
| 8 | Vanguard Tax-Managed Fds | 265.7K | $16.60M | 2.4% | −2.0K | Reduced |
| 9 | Vanguard Scottsdale Fds | 186.5K | $15.62M | 2.3% | +9.9K | Added |
| 10 | Vanguard Index Fds | 68.9K | $14.40M | 2.1% | +22.0K | Added |
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