Cedar Rapids, IACIK 14549374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 284.4K | $95.34M | 80.0% | −5.8K | Reduced |
| 2 | Ww Intl Inc | 182.3K | $5.33M | 4.5% | −111.6K | Reduced |
| 3 | Vanguard Bd Index Fds | 41.0K | $3.04M | 2.5% | −398 | Reduced |
| 4 | Bank America Corp |
| 2.2K |
| $2.81M |
| 2.4% |
| 0 |
| Held |
| 5 | Kkr & Co Inc | 37.4K | $1.93M | 1.6% | +10.4K | Added |
| 6 | Ssga Active ETF Tr | 42.3K | $1.75M | 1.5% | 0 | Held |
| 7 | Apollo Global Mgmt Inc | 22.7K | $1.71M | 1.4% | 0 | Held |
| 8 | Invesco Exch Traded Fd Tr II | 63.0K | $1.32M | 1.1% | 0 | Held |
| 9 | Ares Management Corporation | 22.7K | $1.14M | 1.0% | 0 | Held |
| 10 | Vanguard Scottsdale Fds | 13.5K | $792.9K | 0.7% | 0 | Held |
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