Burr Ridge, ILCIK 17161804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
85 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 333.5K | $124.56M | 32.0% | −702 | Reduced |
| 2 | Apple Inc | 282.0K | $76.66M | 19.7% | −331 | Reduced |
| 3 | Ishares Inc | 676.3K | $45.46M | 11.7% | −4.8K | Reduced |
| 4 | Vanguard Index Fds |
| 151.8K |
| $39.17M |
| 10.1% |
| +2.4K |
| Added |
| 5 | Ishares Tr | 250.6K | $14.28M | 3.7% | +3.9K | Added |
| 6 | Schwab Strategic Tr | 420.4K | $11.14M | 2.9% | +16.3K | Added |
| 7 | Ishares Tr | 12.7K | $4.92M | 1.3% | +193 | Added |
| 8 | Ishares Tr | 37.7K | $3.76M | 1.0% | +1.5K | Added |
| 9 | Progressive Corp | 16.1K | $3.66M | 0.9% | 0 | Held |
| 10 | Abbvie Inc | 15.9K | $3.63M | 0.9% | −35 | Reduced |
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