Chicago, ILCIK 15635254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,290 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 266.3K | $168.77M | 4.2% | +6.7K | Added |
| 2 | Vanguard Index Fds | 386.5K | $115.42M | 2.8% | +6.7K | Added |
| 3 | Nvidia Corporation | 548.4K | $102.91M | 2.5% | −4.3K | Reduced |
| 4 | Dimensional ETF Trust |
| 1.09M |
| $81.75M |
| 2.0% |
| −2.2K |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 156.2K | $74.83M | 1.8% | −1.9K | Reduced |
| 6 | Apple Inc | 294.0K | $72.94M | 1.8% | +12.0K | Added |
| 7 | Vanguard Index Fds | 148.6K | $71.87M | 1.8% | +1.2K | Added |
| 8 | Enterprise Prods Partners L | 2.05M | $67.62M | 1.7% | +8.4K | Added |
| 9 | Ishares Tr | 912.6K | $63.55M | 1.6% | +6.8K | Added |
| 10 | Energy Transfer L P | 3.38M | $60.87M | 1.5% | +44.1K | Added |
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