Chicago, ILCIK 15276414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
632 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 41.81M | $1.36B | 14.0% | −357.8K | Reduced |
| 2 | Schwab Strategic Tr | 35.13M | $1.04B | 10.7% | +1.02M | Added |
| 3 | Vanguard Intl Equity Index F | 8.70M | $727.02M | 7.5% | +214.5K | Added |
| 4 | Vanguard Intl Equity Index F |
| 5.99M |
| $541.33M |
| 5.6% |
| +15.9K |
| Added |
| 5 | Dimensional ETF Trust | 12.17M | $396.27M | 4.1% | +13.8K | Added |
| 6 | Vanguard Scottsdale Fds | 7.02M | $330.71M | 3.4% | +245.9K | Added |
| 7 | Spdr Series Trust | 11.32M | $326.38M | 3.4% | +587.7K | Added |
| 8 | Vanguard Bd Index Fds | 3.53M | $274.53M | 2.8% | +170.1K | Added |
| 9 | Vanguard Index Fds | 487.8K | $237.99M | 2.5% | −1.0K | Reduced |
| 10 | Dimensional ETF Trust | 5.87M | $223.14M | 2.3% | +8.2K | Added |
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