Edina, MNCIK 17647664 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 | 156.3K | $97.99M | 15.4% | −1.3K | Reduced |
| 2 | Vanguard Index Fds | 244.8K | $71.04M | 11.1% | +14.4K | Added |
| 3 | Ishares Tr | 570.4K | $70.30M | 11.0% | −11.0K | Reduced |
| 4 | Spdr Series Trust |
| 620.0K |
| $66.15M |
| 10.4% |
| +800 |
| Added |
| 5 | Ishares Tr | 410.6K | $49.35M | 7.7% | +14.7K | Added |
| 6 | Vanguard Tax-Managed Fds | 515.2K | $32.19M | 5.0% | +21.6K | Added |
| 7 | Spdr Series Trust | 408.4K | $23.20M | 3.6% | +8.7K | Added |
| 8 | Ishares Tr | 99.7K | $21.14M | 3.3% | +2.6K | Added |
| 9 | Vanguard Intl Equity Index F | 346.1K | $18.61M | 2.9% | +160.3K | Added |
| 10 | 3m Co | 80.0K | $12.81M | 2.0% | +204 | Added |
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