Charleston, SCCIK 21069281 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
171 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 29.3K | $7.97M | 5.0% | +29.3K | New Position |
| 2 | Pgim ETF Tr | 88.9K | $4.56M | 2.8% | +88.9K | New Position |
| 3 | Vanguard Index Fds | 6.1K | $3.85M | 2.4% | +6.1K | New Position |
| 4 | Spdr S&P 500 ETF Tr |
| 5.6K |
| $3.82M |
| 2.4% |
| +5.6K |
| New Position |
| 5 | Microsoft Corp | 7.8K | $3.79M | 2.4% | +7.8K | New Position |
| 6 | Jpmorgan Chase & Co. | 11.6K | $3.73M | 2.3% | +11.6K | New Position |
| 7 | Schwab Strategic Tr | 136.5K | $3.67M | 2.3% | +136.5K | New Position |
| 8 | Ishares Tr | 4.8K | $3.27M | 2.0% | +4.8K | New Position |
| 9 | Nvidia Corporation | 16.1K | $3.01M | 1.9% | +16.1K | New Position |
| 10 | Dimensional ETF Trust | 63.3K | $2.96M | 1.9% | +63.3K | New Position |
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