Chicago, ILCIK 14983834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 209.1K | $70.1K | 27.9% | +15.5K | Added |
| 2 | Vanguard Index Fds | 34.7K | $21.7K | 8.7% | −5.4K | Reduced |
| 3 | Spdr Series Trust | 804.5K | $19.0K | 7.6% | −33.6K | Reduced |
| 4 | Ssga Active ETF Tr |
| 371.9K |
| $15.3K |
| 6.1% |
| +164.1K |
| Added |
| 5 | Vanguard Whitehall Fds | 103.0K | $14.8K | 5.9% | 0 | Held |
| 6 | Ishares Tr | 14.8K | $10.2K | 4.0% | −873 | Reduced |
| 7 | Schwab Strategic Tr | 350.0K | $9.6K | 3.8% | +20.3K | Added |
| 8 | Schwab Strategic Tr | 240.3K | $6.3K | 2.5% | +9.6K | Added |
| 9 | Vanguard Index Fds | 12.2K | $5.9K | 2.4% | 0 | Held |
| 10 | First Tr Exchange-Traded Fd | 126.8K | $5.8K | 2.3% | 0 | Held |
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