Shaker Heights, OHCIK 15978784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,536 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 118.7K | $80.9K | 9.1% | −1.1K | Reduced |
| 2 | Ishares Tr | 143.9K | $68.1K | 7.7% | +143.9K | New |
| 3 | Ishares Tr | 168.1K | $33.4K | 3.8% | +2.8K | Added |
| 4 | Vanguard Specialized Funds |
| 145.1K |
| $31.9K |
| 3.6% |
| −4.9K |
| Reduced |
| 5 | Vanguard Index Fds | 90.2K | $30.2K | 3.4% | −14.3K | Reduced |
| 6 | Ishares Tr | 126.2K | $26.6K | 3.0% | −2.0K | Reduced |
| 7 | Ishares Tr | 242.1K | $22.8K | 2.6% | −4.1K | Reduced |
| 8 | Invesco Exchange Traded Fd T | 118.7K | $22.7K | 2.6% | +4.3K | Added |
| 9 | Ishares Tr | 305.4K | $21.2K | 2.4% | +1.7K | Added |
| 10 | Ishares Tr | 212.0K | $20.5K | 2.3% | −3.2K | Reduced |
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