Cary, NCCIK 21118071 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 24.1K | $11.03M | 8.7% | +24.1K | New Position |
| 2 | Lincoln Elec Hldgs Inc | 32.8K | $9.49M | 7.5% | +32.8K | New Position |
| 3 | Dimensional ETF Trust | 166.7K | $9.16M | 7.3% | +166.7K | New Position |
| 4 |
| Ishares Tr |
| 37.0K |
| $8.25M |
| 6.5% |
| +37.0K |
| New Position |
| 5 | Vanguard Mun Bd Fds | 160.7K | $8.18M | 6.5% | +160.7K | New Position |
| 6 | Ishares Tr | 53.1K | $5.76M | 4.6% | +53.1K | New Position |
| 7 | Ishares Tr | 40.2K | $5.00M | 4.0% | +40.2K | New Position |
| 8 | Ishares Tr | 30.5K | $4.65M | 3.7% | +30.5K | New Position |
| 9 | Vanguard Index Fds | 20.0K | $4.11M | 3.3% | +20.0K | New Position |
| 10 | Apple Inc | 12.4K | $3.23M | 2.6% | +12.4K | New Position |
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