Bloomington, MNCIK 16836894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 468.6K | $29.27M | 18.7% | −24.0K | Reduced |
| 2 | Invesco Exchange Traded Fd T | 107.5K | $20.60M | 13.1% | +28.0K | Added |
| 3 | Ishares Tr | 278.5K | $18.38M | 11.7% | +94.2K | Added |
| 4 | Vanguard Intl Equity Index F |
| 327.9K |
| $17.63M |
| 11.3% |
| −18.2K |
| Reduced |
| 5 | Ishares Tr | 173.4K | $17.32M | 11.1% | +57.8K | Added |
| 6 | Xometry Inc | 119.0K | $7.08M | 4.5% | −16.2K | Reduced |
| 7 | Alphatec Hldgs Inc | 328.7K | $6.92M | 4.4% | −36.4K | Reduced |
| 8 | Vericel Corp | 161.7K | $5.82M | 3.7% | −11.0K | Reduced |
| 9 | Viridian Therapeutics Inc | 173.2K | $5.39M | 3.4% | −20.7K | Reduced |
| 10 | Workiva Inc | 55.9K | $4.82M | 3.1% | −1.7K | Reduced |
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