Birmingham, MICIK 7120114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 414.5K | $283.93M | 35.8% | −5.3K | Reduced |
| 2 | Ishares Tr | 1.27M | $84.02M | 10.6% | +4.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 1.29M | $80.30M | 10.1% | −18.2K | Reduced |
| 4 | Invesco Exch Traded Fd Tr II |
| 605.5K |
| $72.25M |
| 9.1% |
| +6.3K |
| Added |
| 5 | Vanguard Specialized Funds | 267.6K | $58.80M | 7.4% | −1.5K | Reduced |
| 6 | Ishares Tr | 348.6K | $41.90M | 5.3% | +969 | Added |
| 7 | Vanguard Index Fds | 36.5K | $17.80M | 2.2% | −809 | Reduced |
| 8 | Apple Inc | 61.3K | $16.67M | 2.1% | +966 | Added |
| 9 | Schwab Strategic Tr | 674.1K | $16.20M | 2.0% | −8.4K | Reduced |
| 10 | Columbia ETF Tr II | 324.4K | $12.44M | 1.6% | −5.1K | Reduced |
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