Cary, NCCIK 20760683 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 716.1K | $19.3K | 14.9% | +235.5K | Added |
| 2 | Wisdomtree Tr | 325.6K | $16.4K | 12.6% | −100.1K | Reduced |
| 3 | Advanced Micro Devices Inc | 59.8K | $13.9K | 10.7% | −16 | Reduced |
| 4 | Eli Lilly & Co |
| 8.6K |
| $9.0K |
| 7.0% |
| −175 |
| Reduced |
| 5 | Schwab Strategic Tr | 269.1K | $8.1K | 6.2% | +44.2K | Added |
| 6 | Revvity Inc | 54.2K | $6.1K | 4.7% | 0 | Held |
| 7 | Schwab Strategic Tr | 208.4K | $5.9K | 4.6% | −7.2K | Reduced |
| 8 | Danaher Corporation | 25.0K | $5.9K | 4.5% | −1.1K | Reduced |
| 9 | Ishares Tr | 53.9K | $5.5K | 4.3% | +6.6K | Added |
| 10 | Stryker Corporation | 10.9K | $3.9K | 3.0% | 0 | Held |
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