Maumee, OHCIK 16987504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 4.37M | $272.78M | 40.8% | −20.1K | Reduced |
| 2 | Dimensional ETF Trust | 4.26M | $168.52M | 25.2% | +152.2K | Added |
| 3 | Ishares Tr | 90.9K | $33.96M | 5.1% | −93 | Reduced |
| 4 | Dimensional ETF Trust |
| 556.4K |
| $25.92M |
| 3.9% |
| +1.7K |
| Added |
| 5 | Dimensional ETF Trust | 396.4K | $23.60M | 3.5% | +15.1K | Added |
| 6 | J P Morgan Exchange Traded F | 342.7K | $17.46M | 2.6% | +279.1K | Added |
| 7 | Spdr S&P 500 ETF Tr | 19.6K | $13.39M | 2.0% | +48 | Added |
| 8 | Ishares Tr | 92.5K | $11.12M | 1.7% | −167 | Reduced |
| 9 | Dimensional ETF Trust | 125.3K | $8.73M | 1.3% | +1.7K | Added |
| 10 | Ishares Tr | 18.1K | $8.56M | 1.3% | −106 | Reduced |
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