Chicago, ILCIK 15933874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
769 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 4.58M | $213.27M | 7.9% | −1.9K | Reduced |
| 2 | Vanguard Index Fds | 332.8K | $208.69M | 7.7% | +8.9K | Added |
| 3 | Dimensional ETF Trust | 4.84M | $191.77M | 7.1% | +115.6K | Added |
| 4 | Vanguard Index Fds |
| 424.5K |
| $133.62M |
| 4.9% |
| −26.3K |
| Reduced |
| 5 | Vanguard Index Fds | 342.7K | $114.88M | 4.2% | +303 | Added |
| 6 | Spdr Index Shs Fds | 2.23M | $99.12M | 3.7% | +84.2K | Added |
| 7 | Dimensional ETF Trust | 2.43M | $79.47M | 2.9% | +38.0K | Added |
| 8 | Vanguard Mun Bd Fds | 1.52M | $76.31M | 2.8% | −4.2K | Reduced |
| 9 | Dimensional ETF Trust | 1.24M | $52.74M | 1.9% | +44.4K | Added |
| 10 | Ishares Tr | 1.01M | $50.55M | 1.9% | +17.4K | Added |
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