Cedar Rapids, IACIK 15021494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,817 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 233.8K | $73.61M | 6.1% | −21.8K | Reduced |
| 2 | Invesco Qqq Tr | 61.0K | $37.50M | 3.1% | −4.6K | Reduced |
| 3 | Vanguard Bd Index Fds | 407.6K | $30.19M | 2.5% | −43.9K | Reduced |
| 4 | Nvidia Corporation |
| 155.5K |
| $29.00M |
| 2.4% |
| +58.7K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 366.6K | $22.90M | 1.9% | −21.9K | Reduced |
| 6 | Schwab Strategic Tr | 813.5K | $21.89M | 1.8% | −63.2K | Reduced |
| 7 | Vanguard Index Fds | 74.0K | $21.47M | 1.8% | −6.7K | Reduced |
| 8 | Broadcom Inc | 61.0K | $21.13M | 1.8% | +29.8K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 73.9K | $18.70M | 1.6% | −5.7K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 101.8K | $17.77M | 1.5% | −9.6K | Reduced |
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