Hendersonville, Tn 37075, TNCIK 21072491 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
535 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capitol Ser Tr | 698.2K | $17.70M | 17.5% | +698.2K | New Position |
| 2 | Ishares Tr | 27.1K | $7.50M | 7.4% | +27.1K | New Position |
| 3 | Ishares Tr | 49.5K | $4.55M | 4.5% | +49.5K | New Position |
| 4 | Simplify Exchange Traded Fun |
| 191.3K |
| $4.53M |
| 4.5% |
| +191.3K |
| New Position |
| 5 | Simplify Exchange Traded Fun | 159.7K | $4.35M | 4.3% | +159.7K | New Position |
| 6 | Simplify Exchange Traded Fun | 148.6K | $3.08M | 3.0% | +148.6K | New Position |
| 7 | Simplify Exchange Traded Fun | 147.6K | $2.59M | 2.6% | +147.6K | New Position |
| 8 | Ishares Tr | 35.7K | $2.55M | 2.5% | +35.7K | New Position |
| 9 | Ishares Tr | 21.4K | $2.44M | 2.4% | +21.4K | New Position |
| 10 | Ishares Tr | 16.5K | $2.32M | 2.3% | +16.5K | New Position |
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