Bloomington, ILCIK 12093245 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
609 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.21M | $758.79M | 13.7% | +865.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 7.33M | $457.80M | 8.3% | +1.85M | Added |
| 3 | Fidelity Merrimack Str Tr | 6.39M | $294.30M | 5.3% | +120.0K | Added |
| 4 | Nvidia Corporation |
| 1.33M |
| $248.82M |
| 4.5% |
| +22.4K |
| Added |
| 5 | Microsoft Corp | 453.9K | $219.54M | 4.0% | +25.9K | Added |
| 6 | Ishares Tr | 1.75M | $174.60M | 3.2% | +25.9K | Added |
| 7 | Apple Inc | 636.0K | $172.89M | 3.1% | −27.0K | Reduced |
| 8 | Amazon Com Inc | 647.7K | $149.51M | 2.7% | +46.7K | Added |
| 9 | Vanguard Scottsdale Fds | 1.87M | $141.75M | 2.6% | −63.7K | Reduced |
| 10 | Vanguard Index Fds | 515.3K | $132.91M | 2.4% | +248.5K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio