Danville, CACIK 21083551 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 52.8K | $17.71M | 17.7% | +52.8K | New Position |
| 2 | Vanguard Tax-Managed Fds | 131.0K | $8.18M | 8.2% | +131.0K | New Position |
| 3 | Vanguard Specialized Funds | 36.8K | $8.09M | 8.1% | +36.8K | New Position |
| 4 |
| Vanguard Bd Index Fds |
| 76.2K |
| $5.65M |
| 5.6% |
| +76.2K |
| New Position |
| 5 | Ishares Tr | 87.5K | $5.03M | 5.0% | +87.5K | New Position |
| 6 | Spdr Series Trust | 60.8K | $5.01M | 5.0% | +60.8K | New Position |
| 7 | Fidelity Covington Trust | 86.9K | $4.93M | 4.9% | +86.9K | New Position |
| 8 | Vanguard Intl Equity Index F | 68.7K | $3.69M | 3.7% | +68.7K | New Position |
| 9 | Fidelity Covington Trust | 44.1K | $3.33M | 3.3% | +44.1K | New Position |
| 10 | Vanguard Index Fds | 14.6K | $3.05M | 3.1% | +14.6K | New Position |
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