Bloomfield Hills, MICIK 15990844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
403 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 84.1K | $57.61M | 11.4% | −585 | Reduced |
| 2 | Vanguard Bd Index Fds | 716.0K | $55.76M | 11.0% | +14.3K | Added |
| 3 | Ishares Tr | 403.8K | $36.13M | 7.1% | +639 | Added |
| 4 | Vanguard Index Fds |
| 107.8K |
| $31.28M |
| 6.2% |
| +3.0K |
| Added |
| 5 | Vanguard Charlotte Fds | 413.2K | $19.96M | 3.9% | +1.7K | Added |
| 6 | Schwab Strategic Tr | 670.1K | $16.11M | 3.2% | +21.4K | Added |
| 7 | Vanguard Index Fds | 27.5K | $13.44M | 2.6% | −485 | Reduced |
| 8 | Ishares Tr | 110.9K | $13.32M | 2.6% | +100 | Added |
| 9 | Vanguard Index Fds | 38.5K | $12.13M | 2.4% | −30 | Reduced |
| 10 | Vanguard Index Fds | 55.1K | $10.52M | 2.1% | −719 | Reduced |
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