Edina, MNCIK 15183644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
284 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 2.61M | $245.29M | 13.0% | +31.5K | Added |
| 2 | Schwab Strategic Tr | 4.72M | $123.79M | 6.6% | −86.4K | Reduced |
| 3 | Vanguard Index Fds | 499.9K | $95.48M | 5.1% | +25.4K | Added |
| 4 | Ishares Tr |
| 1.41M |
| $93.21M |
| 5.0% |
| −236.9K |
| Reduced |
| 5 | Ishares Tr | 132.2K | $90.53M | 4.8% | +3.0K | Added |
| 6 | Ishares Tr | 330.1K | $81.27M | 4.3% | +26.7K | Added |
| 7 | United Parcel Service Inc | 783.7K | $77.74M | 4.1% | 0 | Held |
| 8 | Ishares Tr | 636.5K | $76.49M | 4.1% | +2.0K | Added |
| 9 | Berkshire Hathaway Inc Del | 86 | $64.91M | 3.4% | +7 | Added |
| 10 | Apple Inc | 224.2K | $60.94M | 3.2% | −20.3K | Reduced |
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