Sioux Falls, SDCIK 16539264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
377 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 114.1K | $38.3K | 8.8% | −5.3K | Reduced |
| 2 | Vanguard Index Fds | 139.3K | $26.6K | 6.1% | +1.3K | Added |
| 3 | Apple Inc | 91.9K | $25.0K | 5.7% | −208 | Reduced |
| 4 | Vanguard World Fd |
| 16.9K |
| $12.7K |
| 2.9% |
| −878 |
| Reduced |
| 5 | Vanguard Index Fds | 24.7K | $12.1K | 2.8% | +2.0K | Added |
| 6 | Invesco Actively Managed Exc | 314.5K | $11.8K | 2.7% | −10.1K | Reduced |
| 7 | Microsoft Corp | 23.8K | $11.5K | 2.6% | −101 | Reduced |
| 8 | Jpmorgan Chase & Co. | 26.6K | $8.6K | 2.0% | −56 | Reduced |
| 9 | Mastercard Incorporated | 14.6K | $8.3K | 1.9% | −10 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 15.6K | $7.8K | 1.8% | −20 | Reduced |
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