Concord, NHCIK 20779913 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 8.00M | $245.4K | 8.8% | +7.75M | Added |
| 2 | Schwab Strategic Tr | 5.32M | $221.2K | 7.9% | +5.09M | Added |
| 3 | Schwab Strategic Tr | 5.25M | $215.3K | 7.7% | +5.04M | Added |
| 4 | Schwab Strategic Tr |
| 6.25M |
| $211.1K |
| 7.6% |
| +6.04M |
| Added |
| 5 | Schwab Strategic Tr | 3.75M | $160.4K | 5.8% | +3.59M | Added |
| 6 | Schwab Strategic Tr | 4.22M | $140.5K | 5.0% | +4.08M | Added |
| 7 | Vanguard Charlotte Fds | 6.75M | $139.7K | 5.0% | +6.62M | Added |
| 8 | Schwab Strategic Tr | 3.64M | $127.8K | 4.6% | +3.51M | Added |
| 9 | Spdr Index Shs Fds | 5.51M | $124.0K | 4.5% | +5.38M | Added |
| 10 | Invesco Exch Traded Fd Tr II | 2.48M | $117.9K | 4.2% | +2.36M | Added |
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