Downers Grove, ILCIK 15992174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
184 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 957.8K | $321.13M | 17.1% | +12.8K | Added |
| 2 | Ishares Tr | 649.0K | $242.37M | 12.9% | −5.4K | Reduced |
| 3 | Dimensional ETF Trust | 5.48M | $216.97M | 11.6% | +98.6K | Added |
| 4 | Flexshares Tr |
| 2.29M |
| $138.57M |
| 7.4% |
| +136.4K |
| Added |
| 5 | Vanguard Bd Index Fds | 1.77M | $130.81M | 7.0% | +40.0K | Added |
| 6 | Vanguard Star Fds | 1.15M | $86.47M | 4.6% | −44 | Reduced |
| 7 | Ishares Tr | 917.1K | $77.63M | 4.1% | +424 | Added |
| 8 | Dimensional ETF Trust | 2.09M | $68.43M | 3.6% | −1.7K | Reduced |
| 9 | Mcdonalds Corp | 198.1K | $60.53M | 3.2% | −3.6K | Reduced |
| 10 | Ishares Tr | 114.7K | $54.28M | 2.9% | −139 | Reduced |
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