Hickory, NCCIK 21009811 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 30.5K | $14.90M | 15.7% | +30.5K | New Position |
| 2 | Vanguard Index Fds | 70.5K | $13.46M | 14.2% | +70.5K | New Position |
| 3 | Dimensional ETF Trust | 312.9K | $11.93M | 12.6% | +312.9K | New Position |
| 4 |
| Capital Grp Fixed Incm ETF T |
| 412.7K |
| $10.74M |
| 11.3% |
| +412.7K |
| New Position |
| 5 | Capital Grp Fixed Incm ETF T | 265.9K | $7.34M | 7.8% | +265.9K | New Position |
| 6 | Dimensional ETF Trust | 153.6K | $5.00M | 5.3% | +153.6K | New Position |
| 7 | Vanguard Index Fds | 18.7K | $4.82M | 5.1% | +18.7K | New Position |
| 8 | Dimensional ETF Trust | 95.1K | $3.62M | 3.8% | +95.1K | New Position |
| 9 | Invesco Actively Managed Exc | 137.8K | $3.46M | 3.7% | +137.8K | New Position |
| 10 | Dimensional ETF Trust | 56.6K | $3.37M | 3.6% | +56.6K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio