New Philadelphia, OHCIK 10500684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
149 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 35.9K | $16.98M | 5.9% | −126 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 267.3K | $16.70M | 5.8% | +9.1K | Added |
| 3 | Ishares Tr | 56.8K | $11.95M | 4.2% | −898 | Reduced |
| 4 | Microsoft Corp |
| 20.4K |
| $9.86M |
| 3.4% |
| −624 |
| Reduced |
| 5 | Apple Inc | 35.3K | $9.60M | 3.4% | −729 | Reduced |
| 6 | Nvidia Corporation | 47.1K | $8.78M | 3.1% | +3 | Added |
| 7 | Vanguard Intl Equity Index F | 157.8K | $8.48M | 3.0% | +2.8K | Added |
| 8 | Vanguard Specialized Funds | 30.5K | $6.71M | 2.3% | +261 | Added |
| 9 | Vanguard Bd Index Fds | 84.9K | $6.69M | 2.3% | +7.7K | Added |
| 10 | Ishares Tr | 53.8K | $6.63M | 2.3% | +2 | Added |
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