Chicago, ILCIK 16733854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
327 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 10.70M | $246.4K | 14.5% | 0 | Held |
| 2 | Vanguard Index Fds | 213.3K | $71.5K | 4.2% | −6.0K | Reduced |
| 3 | Apple Inc | 207.2K | $56.3K | 3.3% | −101.5K | Reduced |
| 4 | Microsoft Corp |
| 112.7K |
| $54.5K |
| 3.2% |
| −50.5K |
| Reduced |
| 5 | Alphabet Inc | 152.2K | $47.6K | 2.8% | −35.3K | Reduced |
| 6 | Spdr Series Trust | 1.01M | $47.4K | 2.8% | +17.6K | Added |
| 7 | Schwab Strategic Tr | 1.73M | $42.1K | 2.5% | 0 | Held |
| 8 | Nvidia Corporation | 220.9K | $41.2K | 2.4% | −351.4K | Reduced |
| 9 | Spdr Series Trust | 386.4K | $35.2K | 2.1% | −14.2K | Reduced |
| 10 | Vanguard Charlotte Fds | 572.6K | $27.7K | 1.6% | +49.7K | Added |
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