Bloomfield Hills, MICIK 16653375 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
262 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 76.6K | $36.28M | 7.4% | −34.8K | Reduced |
| 2 | Ishares Tr | 180.7K | $24.74M | 5.1% | −151.0K | Reduced |
| 3 | Ishares U S ETF Tr | 404.5K | $20.67M | 4.2% | +50.5K | Added |
| 4 | Ishares Tr |
| 91.1K |
| $19.16M |
| 3.9% |
| −5.8K |
| Reduced |
| 5 | Ishares Tr | 197.4K | $17.66M | 3.6% | +2.7K | Added |
| 6 | Schwab Strategic Tr | 587.3K | $16.11M | 3.3% | +26.0K | Added |
| 7 | Vanguard Scottsdale Fds | 121.8K | $14.83M | 3.0% | −1.3K | Reduced |
| 8 | Microsoft Corp | 26.0K | $12.56M | 2.6% | +439 | Added |
| 9 | Vanguard Admiral Fds Inc | 126.1K | $12.32M | 2.5% | +1.6K | Added |
| 10 | Apple Inc | 41.6K | $11.31M | 2.3% | −3.3K | Reduced |
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