Raleigh, NCCIK 208423919 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
182 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 100.1K | $33.57M | 18.7% | −62 | Reduced |
| 2 | Dimensional ETF Trust | 790.2K | $31.28M | 17.5% | 0 | Held |
| 3 | Vanguard Scottsdale Fds | 288.5K | $23.00M | 12.8% | +3.6K | Added |
| 4 | Vanguard Index Fds |
| 93.4K |
| $17.85M |
| 10.0% |
| −87 |
| Reduced |
| 5 | Vanguard Tax-Managed Fds | 228.6K | $14.28M | 8.0% | +1.4K | Added |
| 6 | Vanguard Index Fds | 41.3K | $10.66M | 5.9% | +77 | Added |
| 7 | Vanguard Index Fds | 35.6K | $10.32M | 5.8% | +333 | Added |
| 8 | Vanguard Star Fds | 127.5K | $9.62M | 5.4% | +1.5K | Added |
| 9 | Vanguard Scottsdale Fds | 136.1K | $7.99M | 4.5% | +1.1K | Added |
| 10 | Dimensional ETF Trust | 22.2K | $1.65M | 0.9% | 0 | Held |
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