Minnetonka, MNCIK 14093624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,218 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 135.0K | $92.48M | 4.9% | +6.1K | Added |
| 2 | Dimensional ETF Trust | 921.2K | $43.11M | 2.3% | +19.6K | Added |
| 3 | Dimensional ETF Trust | 1.10M | $37.93M | 2.0% | +19.0K | Added |
| 4 | J P Morgan Exchange Traded F |
| 742.2K |
| $37.55M |
| 2.0% |
| +62.6K |
| Added |
| 5 | Ishares Tr | 331.6K | $33.12M | 1.8% | +7.9K | Added |
| 6 | Apple Inc | 119.9K | $32.60M | 1.7% | +2.1K | Added |
| 7 | Capital Group Intl Focus Eqt | 1.07M | $31.56M | 1.7% | +41.8K | Added |
| 8 | Microsoft Corp | 62.5K | $30.23M | 1.6% | +669 | Added |
| 9 | Vanguard Tax-Managed Fds | 474.0K | $29.61M | 1.6% | +14.0K | Added |
| 10 | Dimensional ETF Trust | 687.2K | $27.21M | 1.4% | −14.0K | Reduced |
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