Mount Pleasant, SCCIK 21099321 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 115.2K | $22.01M | 23.0% | +115.2K | New Position |
| 2 | Vanguard Index Fds | 87.2K | $18.47M | 19.3% | +87.2K | New Position |
| 3 | Vanguard Scottsdale Fds | 200.8K | $16.01M | 16.7% | +200.8K | New Position |
| 4 |
| Vanguard Scottsdale Fds |
| 269.7K |
| $15.84M |
| 16.5% |
| +269.7K |
| New Position |
| 5 | Vanguard Tax-Managed Fds | 157.4K | $9.83M | 10.3% | +157.4K | New Position |
| 6 | Vanguard Intl Equity Index F | 45.2K | $6.48M | 6.8% | +45.2K | New Position |
| 7 | Vanguard Intl Equity Index F | 60.2K | $3.24M | 3.4% | +60.2K | New Position |
| 8 | Vanguard Index Fds | 31.6K | $2.80M | 2.9% | +31.6K | New Position |
| 9 | Berkshire Hathaway Inc Del | 759 | $381.5K | 0.4% | +759 | New Position |
| 10 | Apple Inc | 1.1K | $292.6K | 0.3% | +1.1K | New Position |
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