Center Valley, PACIK 206580713 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
245 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 65.6K | $20.66M | 8.7% | −1.3K | Reduced |
| 2 | Vanguard Intl Equity Index F | 265.5K | $19.53M | 8.2% | −348 | Reduced |
| 3 | Wisdomtree Tr | 156.6K | $15.94M | 6.7% | −2.6K | Reduced |
| 4 | Wisdomtree Tr |
| 173.4K |
| $15.50M |
| 6.5% |
| +5.6K |
| Added |
| 5 | Ishares Tr | 650.5K | $13.76M | 5.8% | +10.1K | Added |
| 6 | Ishares Tr | 529.8K | $13.74M | 5.8% | +6.9K | Added |
| 7 | Vanguard Mun Bd Fds | 180.3K | $13.63M | 5.7% | +11.8K | Added |
| 8 | Ishares Tr | 504.2K | $13.30M | 5.6% | +6.1K | Added |
| 9 | Ishares Tr | 513.0K | $13.10M | 5.5% | +7.1K | Added |
| 10 | Ishares Tr | 482.3K | $12.61M | 5.3% | +4.5K | Added |
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