Cincinnati, OHCIK 13562494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.63M | $1.11B | 36.8% | +100.8K | Added |
| 2 | Ishares Tr | 16.91M | $389.28M | 12.9% | +1.80M | Added |
| 3 | Schwab Strategic Tr | 9.45M | $308.15M | 10.2% | −207.3K | Reduced |
| 4 | Schwab Strategic Tr |
| 9.49M |
| $255.44M |
| 8.4% |
| +2.33M |
| Added |
| 5 | Ishares Tr | 2.04M | $172.95M | 5.7% | +324.7K | Added |
| 6 | Schwab Strategic Tr | 5.73M | $137.67M | 4.6% | +1.02M | Added |
| 7 | Vanguard Index Fds | 210.5K | $131.99M | 4.4% | −746 | Reduced |
| 8 | Vanguard Malvern Fds | 1.18M | $58.55M | 1.9% | −10.4K | Reduced |
| 9 | Global X Fds | 685.7K | $56.38M | 1.9% | −47.6K | Reduced |
| 10 | Schwab Strategic Tr | 1.27M | $41.59M | 1.4% | +393.1K | Added |
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