CIK: 0000014213
Total Value
$202.60B
Holdings
53
Latest Filing
Mar 6, 2026
Quarterly Filings
6
| Quarter | Holdings | Total Value | Report Period | Date Filed | Actions |
|---|---|---|---|---|---|
Q4 2025 Latest | 53 | $202.60B-1.5% | Dec 31, 2025 | Mar 6, 2026 | |
Q3 2025 | 55 | $205.77B+7.2% | Sep 30, 2025 | Mar 6, 2026 | |
Q3 2025 | 59 | $191.97B+4.9% | Sep 30, 2025 | Mar 9, 2026 | |
Q2 2025 | 61 | $182.97B-10.8% | Jun 30, 2025 | Mar 6, 2026 | |
Q1 2025 | 57 | $205.13B-0.3% | Mar 31, 2025 | Mar 6, 2026 | |
Q4 2024 | 55 | $205.77B | Dec 31, 2024 | Mar 6, 2026 |
26K shares
16K shares
110K shares
10K shares
26K shares
+8 more new positions
+10 more exited positions
+3434.6%
+58.3%
+48.6%
+43.9%
+16.0%
+1 more increases
-17.2%
-15.3%
-16.8%
-45.5%
-45.7%
+29 more decreases
VANGUARD INDEX FDS ETF
106K shares
$66.56B
32.9%
VANGUARD INTERMEDIAT ETF
386K shares
$30.04B
14.8%
SPDR PORTFOLIO ETF
540K shares
$23.99B
11.8%
VANGUARD EXTENDED ETF
69K shares
$14.43B
7.1%
VANGUARD GROWTH ETF
24K shares
$11.67B
5.8%
SPDR PORTFOLIO ETF
171K shares
$8.02B
4.0%
VANGUARD TOTAL INTL ETF
131K shares
$6.32B
3.1%
VANGUARD VALUE ETF
26K shares
$5.04B
2.5%
VANGUARD MID CAP ETF
16K shares
$4.56B
2.2%
STATE STREET SPDR ETF
122K shares
$2.89B
1.4%
CIK
0000014213
Latest Report Period
Dec 31, 2025
Report Type
13F-HR
Accession Number
0000014213-26-000009