Saint Louis, MOCIK 16611444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
146 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 1.21M | $90.93M | 10.4% | −11.3K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 132.9K | $90.61M | 10.4% | −576 | Reduced |
| 3 | Vanguard Index Fds | 236.6K | $79.34M | 9.1% | +657 | Added |
| 4 | Ishares Tr |
| 561.9K |
| $67.53M |
| 7.7% |
| +15.5K |
| Added |
| 5 | Vanguard Intl Equity Index F | 733.3K | $53.94M | 6.2% | −18.9K | Reduced |
| 6 | Vanguard Index Fds | 67.3K | $42.23M | 4.8% | −1.9K | Reduced |
| 7 | Ishares Tr | 96.5K | $36.03M | 4.1% | −382 | Reduced |
| 8 | Schwab Strategic Tr | 1.30M | $34.91M | 4.0% | 0 | Held |
| 9 | Vanguard Tax-Managed Fds | 513.6K | $32.09M | 3.7% | +47.2K | Added |
| 10 | Vanguard Index Fds | 65.2K | $20.53M | 2.4% | −48 | Reduced |
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