Cincinnati, OHCIK 14277484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
147 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 6.98M | $550.06M | 12.4% | +256.9K | Added |
| 2 | Dimensional ETF Trust | 12.54M | $533.87M | 12.0% | +521.8K | Added |
| 3 | Ishares Tr | 682.3K | $467.37M | 10.5% | +18.0K | Added |
| 4 | Vanguard Index Fds |
| 1.19M |
| $399.67M |
| 9.0% |
| −16.8K |
| Reduced |
| 5 | Vanguard Index Fds | 1.07M | $298.28M | 6.7% | +25.8K | Added |
| 6 | American Centy ETF Tr | 2.85M | $290.35M | 6.5% | +97.4K | Added |
| 7 | Vanguard Tax-Managed Fds | 3.59M | $224.21M | 5.0% | −107.2K | Reduced |
| 8 | Vanguard Index Fds | 413.5K | $201.71M | 4.5% | −7.0K | Reduced |
| 9 | Dimensional ETF Trust | 5.00M | $165.31M | 3.7% | +558.1K | Added |
| 10 | Dimensional ETF Trust | 2.97M | $143.26M | 3.2% | +114.3K | Added |
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