Bloomington, INCIK 17477494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
120 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 179.1K | $56.39M | 13.8% | +6.3K | Added |
| 2 | Dimensional ETF Trust | 619.7K | $45.96M | 11.3% | +29.9K | Added |
| 3 | Dimensional ETF Trust | 448.8K | $31.27M | 7.7% | +46.4K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 446.0K |
| $27.86M |
| 6.8% |
| +992 |
| Added |
| 5 | Dimensional ETF Trust | 710.1K | $24.47M | 6.0% | +108.6K | Added |
| 6 | Vanguard Index Fds | 87.4K | $22.56M | 5.5% | +908 | Added |
| 7 | Vanguard Index Fds | 25.7K | $12.53M | 3.1% | −1.5K | Reduced |
| 8 | Vanguard Index Fds | 134.0K | $11.85M | 2.9% | −4.5K | Reduced |
| 9 | Vanguard Intl Equity Index F | 215.4K | $11.58M | 2.8% | −4.5K | Reduced |
| 10 | Vanguard Whitehall Fds | 167.9K | $11.32M | 2.8% | +11.9K | Added |
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