W. Conshohocken, PACIK 8821194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 23.84M | $641.44M | 42.4% | −1.17M | Reduced |
| 2 | Ishares Tr | 1.41M | $93.22M | 6.2% | +38.0K | Added |
| 3 | Ishares Tr | 592.3K | $71.19M | 4.7% | +12.7K | Added |
| 4 | Vanguard Index Fds |
| 144.2K |
| $70.33M |
| 4.7% |
| −4.5K |
| Reduced |
| 5 | Vanguard Index Fds | 353.2K | $67.46M | 4.5% | −6.1K | Reduced |
| 6 | Vanguard Index Fds | 81.6K | $51.18M | 3.4% | −304 | Reduced |
| 7 | Vanguard Intl Equity Index F | 664.8K | $48.90M | 3.2% | +43.2K | Added |
| 8 | Vanguard Intl Equity Index F | 807.8K | $43.43M | 2.9% | +46.6K | Added |
| 9 | Vanguard Index Fds | 110.6K | $34.82M | 2.3% | −2.9K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 173.2K | $33.18M | 2.2% | +173.2K | New |
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