Cincinnati, OHCIK 13303254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
137 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 259.0K | $162.5K | 17.6% | −5.2K | Reduced |
| 2 | Ishares Tr | 800.5K | $71.6K | 7.8% | +5.0K | Added |
| 3 | Vanguard Scottsdale Fds | 806.9K | $48.4K | 5.2% | +33.5K | Added |
| 4 | Ishares Tr |
| 358.4K |
| $43.1K |
| 4.7% |
| +6.0K |
| Added |
| 5 | American Centy ETF Tr | 492.4K | $37.3K | 4.0% | +4.7K | Added |
| 6 | Vanguard Scottsdale Fds | 577.4K | $33.9K | 3.7% | +30.8K | Added |
| 7 | American Centy ETF Tr | 341.6K | $32.1K | 3.5% | +1.6K | Added |
| 8 | Dimensional ETF Trust | 737.1K | $31.4K | 3.4% | +39.0K | Added |
| 9 | Ea Series Trust | 265.6K | $30.6K | 3.3% | +66.5K | Added |
| 10 | Ishares Tr | 304.0K | $30.5K | 3.3% | +7.8K | Added |
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