Sioux Falls, SDCIK 10850414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
139 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 48.8K | $30.61M | 9.2% | +6.8K | Added |
| 2 | J P Morgan Exchange Traded F | 581.4K | $29.68M | 8.9% | +8.3K | Added |
| 3 | American Centy ETF Tr | 273.0K | $22.47M | 6.7% | +3.9K | Added |
| 4 | Ishares Tr |
| 241.2K |
| $19.89M |
| 6.0% |
| +1.6K |
| Added |
| 5 | American Centy ETF Tr | 213.6K | $16.19M | 4.8% | +2.4K | Added |
| 6 | Vanguard Index Fds | 45.8K | $13.30M | 4.0% | +665 | Added |
| 7 | Vanguard Index Fds | 54.1K | $10.33M | 3.1% | +397 | Added |
| 8 | Dimensional ETF Trust | 308.5K | $10.10M | 3.0% | 0 | Held |
| 9 | Invesco Exchange Traded Fd T | 52.3K | $10.01M | 3.0% | +161 | Added |
| 10 | Dimensional ETF Trust | 134.8K | $9.39M | 2.8% | +3.6K | Added |
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