Wellesley, MACIK 21116631 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 35.1K | $24.07M | 14.8% | +35.1K | New Position |
| 2 | Fidelity Merrimack Str Tr | 436.1K | $20.08M | 12.3% | +436.1K | New Position |
| 3 | Ishares Tr | 206.9K | $17.51M | 10.7% | +206.9K | New Position |
| 4 |
| 79.7K |
| $8.90M |
| 5.5% |
| +79.7K |
| New Position |
| 5 | Schwab Strategic Tr | 276.4K | $7.32M | 4.5% | +276.4K | New Position |
| 6 | Vanguard Index Fds | 18.4K | $6.18M | 3.8% | +18.4K | New Position |
| 7 | Vanguard Specialized Funds | 27.2K | $5.97M | 3.7% | +27.2K | New Position |
| 8 | Vanguard Index Fds | 8.6K | $5.40M | 3.3% | +8.6K | New Position |
| 9 | Ishares Tr | 53.0K | $5.29M | 3.2% | +53.0K | New Position |
| 10 | Vanguard Tax-Managed Fds | 72.0K | $4.50M | 2.8% | +72.0K | New Position |
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