Middleburg Heights, OHCIK 17113604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 125.8K | $78.91M | 50.4% | +2.0K | Added |
| 2 | Vanguard Index Fds | 138.5K | $40.18M | 25.7% | +3.7K | Added |
| 3 | Dimensional ETF Trust | 523.4K | $11.99M | 7.7% | +32.8K | Added |
| 4 | Vanguard Bd Index Fds |
| 137.7K |
| $10.85M |
| 6.9% |
| +7.7K |
| Added |
| 5 | Ishares Tr | 12.5K | $8.57M | 5.5% | −814 | Reduced |
| 6 | Sherwin Williams Co | 5.5K | $1.78M | 1.1% | +19 | Added |
| 7 | Ishares Tr | 11.5K | $744.6K | 0.5% | +146 | Added |
| 8 | Ishares Tr | 8.1K | $727.7K | 0.5% | +663 | Added |
| 9 | Vanguard Index Fds | 8.0K | $708.8K | 0.5% | −130 | Reduced |
| 10 | Amazon Com Inc | 2.7K | $627.4K | 0.4% | +2.7K | New |
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