Cincinnati, OHCIK 16329685 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
148 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.18M | $370.78M | 28.0% | −3.0K | Reduced |
| 2 | Ishares Tr | 1.41M | $125.83M | 9.5% | +60.8K | Added |
| 3 | Innovator Etfs Trust | 3.10M | $101.07M | 7.6% | +269.4K | Added |
| 4 | Innovator Etfs Trust |
| 2.36M |
| $79.17M |
| 6.0% |
| −284.3K |
| Reduced |
| 5 | Vanguard Scottsdale Fds | 582.3K | $70.89M | 5.4% | −41.5K | Reduced |
| 6 | Spdr Series Trust | 841.4K | $69.41M | 5.2% | −263.9K | Reduced |
| 7 | Ishares Tr | 787.7K | $51.99M | 3.9% | +14.6K | Added |
| 8 | American Finl Group Inc Ohio | 343.4K | $46.93M | 3.5% | +12 | Added |
| 9 | Vanguard Index Fds | 140.4K | $40.76M | 3.1% | +2.7K | Added |
| 10 | Vanguard Index Fds | 152.0K | $39.22M | 3.0% | +2.5K | Added |
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