Beachwood, OHCIK 17072064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
350 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.06M | $160.90M | 6.4% | +103.8K | Added |
| 2 | Ishares Tr | 1.02M | $152.36M | 6.1% | +28.4K | Added |
| 3 | Alps ETF Tr | 3.26M | $84.98M | 3.4% | +53.8K | Added |
| 4 | Columbia ETF Tr I |
| 2.08M |
| $84.75M |
| 3.4% |
| +63.0K |
| Added |
| 5 | Wisdomtree Tr | 926.2K | $82.83M | 3.3% | +23.8K | Added |
| 6 | Dimensional ETF Trust | 1.92M | $81.60M | 3.3% | +79.0K | Added |
| 7 | Blackrock ETF Trust | 1.05M | $64.13M | 2.6% | +24.9K | Added |
| 8 | Spdr Series Trust | 2.15M | $55.49M | 2.2% | +106.7K | Added |
| 9 | Ishares Tr | 76.6K | $52.50M | 2.1% | +2.8K | Added |
| 10 | Ishares Invest Grd Sys | 1.14M | $52.12M | 2.1% | +55.7K | Added |
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