Malvern, PACIK 21108071 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Grp Fixed Incm ETF T | 753.7K | $17.06M | 14.1% | +753.7K | New Position |
| 2 | Vanguard Bd Index Fds | 160.6K | $11.90M | 9.8% | +160.6K | New Position |
| 3 | Vanguard Whitehall Fds | 113.9K | $10.25M | 8.5% | +113.9K | New Position |
| 4 |
| Capital Group Intl Focus Eqt |
| 313.7K |
| $9.27M |
| 7.7% |
| +313.7K |
| New Position |
| 5 | Capital Group Growth ETF | 187.3K | $8.33M | 6.9% | +187.3K | New Position |
| 6 | Capital Group Conservative E | 246.3K | $7.51M | 6.2% | +246.3K | New Position |
| 7 | Capital Grp Fixed Incm ETF T | 257.5K | $7.11M | 5.9% | +257.5K | New Position |
| 8 | Spdr Series Trust | 191.8K | $5.62M | 4.6% | +191.8K | New Position |
| 9 | Vanguard Index Fds | 26.2K | $5.01M | 4.1% | +26.2K | New Position |
| 10 | Vanguard Index Fds | 10.1K | $4.92M | 4.1% | +10.1K | New Position |
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