Chicago, ILCIK 16827334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 642.1K | $84.99M | 18.3% | −5.2K | Reduced |
| 2 | Schwab Strategic Tr | 2.33M | $56.02M | 12.0% | +47.6K | Added |
| 3 | Vanguard Tax-Managed Fds | 860.2K | $53.74M | 11.5% | +6.0K | Added |
| 4 | Vanguard Index Fds |
| 172.3K |
| $49.99M |
| 10.7% |
| +3.8K |
| Added |
| 5 | Schwab Strategic Tr | 1.14M | $36.01M | 7.7% | +22.3K | Added |
| 6 | Ishares Tr | 39.7K | $27.22M | 5.8% | −869 | Reduced |
| 7 | Vanguard Index Fds | 37.4K | $23.44M | 5.0% | +75 | Added |
| 8 | Fidelity Merrimack Str Tr | 484.4K | $22.30M | 4.8% | +35.2K | Added |
| 9 | Vanguard Index Fds | 50.4K | $15.85M | 3.4% | −24 | Reduced |
| 10 | Fidelity Covington Trust | 525.8K | $14.14M | 3.0% | +27.9K | Added |
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