Richmond, VACIK 20597435 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust | 330.4K | $22.05M | 17.8% | +10.9K | Added |
| 2 | Invesco Exchange Traded Fd T | 193.6K | $22.05M | 17.8% | +5.8K | Added |
| 3 | Vanguard Index Fds | 108.1K | $20.65M | 16.7% | +3.2K | Added |
| 4 | J P Morgan Exchange Traded F |
| 253.8K |
| $16.86M |
| 13.6% |
| +22.7K |
| Added |
| 5 | Vanguard Index Fds | 16.5K | $8.07M | 6.5% | −368 | Reduced |
| 6 | J P Morgan Exchange Traded F | 98.2K | $5.62M | 4.5% | +10.8K | Added |
| 7 | Innovator Etfs Trust | 81.4K | $3.52M | 2.8% | +81.4K | New |
| 8 | Apple Inc | 8.6K | $2.35M | 1.9% | −290 | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 3.4K | $2.32M | 1.9% | −10 | Reduced |
| 10 | Sherwin Williams Co | 6.4K | $2.08M | 1.7% | +6.4K | New |
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