North Liberty, IACIK 13091484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
340 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 214.2K | $146.10M | 8.5% | −1.6K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 2.23M | $139.06M | 8.1% | +22.2K | Added |
| 3 | Spdr Series Trust | 1.28M | $74.05M | 4.3% | +23.6K | Added |
| 4 | Spdr S&P Midcap 400 ETF Tr |
| 117.6K |
| $70.94M |
| 4.1% |
| −2.0K |
| Reduced |
| 5 | Federated Hermes ETF Trust | 2.64M | $66.98M | 3.9% | +107.4K | Added |
| 6 | Vanguard Intl Equity Index F | 1.08M | $58.26M | 3.4% | +18.6K | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 2.82M | $55.28M | 3.2% | +18.4K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 2.53M | $49.88M | 2.9% | +24.4K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 2.39M | $49.17M | 2.9% | +25.0K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 2.33M | $43.83M | 2.5% | +70.2K | Added |
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