Cincinnati, OHCIK 17629974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 216.5K | $5.06M | 10.8% | −3.92M | Reduced |
| 2 | Vanguard Index Fds | 8.8K | $4.31M | 9.2% | −139.1K | Reduced |
| 3 | Vanguard Index Fds | 20.2K | $3.86M | 8.2% | −303.4K | Reduced |
| 4 | Dimensional ETF Trust |
| 100.3K |
| $3.32M |
| 7.1% |
| −1.74M |
| Reduced |
| 5 | Vanguard Scottsdale Fds | 41.1K | $3.27M | 7.0% | −605.3K | Reduced |
| 6 | Dimensional ETF Trust | 45.1K | $2.25M | 4.8% | −835.9K | Reduced |
| 7 | Vanguard Charlotte Fds | 46.0K | $2.22M | 4.8% | −366.1K | Reduced |
| 8 | Dimensional ETF Trust | 64.6K | $2.21M | 4.7% | −992.8K | Reduced |
| 9 | Dimensional ETF Trust | 62.2K | $2.05M | 4.4% | −1.07M | Reduced |
| 10 | Vanguard Index Fds | 9.9K | $1.75M | 3.7% | −163.5K | Reduced |
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