Downers Grove, ILCIK 13144044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
126 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.34M | $839.91M | 23.6% | −15.6K | Reduced |
| 2 | Vanguard Index Fds | 1.35M | $392.02M | 11.0% | +21.7K | Added |
| 3 | Vanguard Tax-Managed Fds | 6.20M | $387.62M | 10.9% | −21.5K | Reduced |
| 4 | Schwab Strategic Tr |
| 8.45M |
| $227.28M |
| 6.4% |
| −338.1K |
| Reduced |
| 5 | Dimensional ETF Trust | 5.83M | $191.83M | 5.4% | +219.3K | Added |
| 6 | Spdr S&P 500 ETF Tr | 254.1K | $173.28M | 4.9% | −7.2K | Reduced |
| 7 | Vanguard Intl Equity Index F | 2.88M | $154.95M | 4.4% | −1.4K | Reduced |
| 8 | Dimensional ETF Trust | 4.43M | $152.74M | 4.3% | +142.2K | Added |
| 9 | Dimensional ETF Trust | 5.70M | $150.64M | 4.2% | +346.3K | Added |
| 10 | Schwab Strategic Tr | 4.24M | $101.95M | 2.9% | −83.5K | Reduced |
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