Urbandale, IACIK 13522605 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
759 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 179.4K | $122.90M | 4.5% | +1.0K | Added |
| 2 | Dimensional ETF Trust | 2.40M | $95.17M | 3.5% | +161.5K | Added |
| 3 | General Mls Inc | 1.63M | $75.60M | 2.8% | +1.61M | Added |
| 4 | Spdr Series Trust |
| 844.8K |
| $67.77M |
| 2.5% |
| +33.9K |
| Added |
| 5 | Invesco Qqq Tr | 107.0K | $65.75M | 2.4% | +32.0K | Added |
| 6 | Apple Inc | 218.2K | $59.32M | 2.2% | +33.5K | Added |
| 7 | Vanguard Index Fds | 240.3K | $45.89M | 1.7% | +30.5K | Added |
| 8 | Nvidia Corporation | 245.8K | $45.85M | 1.7% | +37.7K | Added |
| 9 | Dimensional ETF Trust | 785.3K | $42.59M | 1.6% | +201.8K | Added |
| 10 | Amazon Com Inc | 168.4K | $38.87M | 1.4% | +33.7K | Added |
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