Naperville, ILCIK 17668834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
247 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 42.3K | $29.00M | 6.1% | +138 | Added |
| 2 | Capital Group Intl Focus Eqt | 591.8K | $17.49M | 3.7% | +39.2K | Added |
| 3 | Ishares Tr | 109.5K | $13.32M | 2.8% | +4.1K | Added |
| 4 | Vanguard Index Fds |
| 38.1K |
| $12.77M |
| 2.7% |
| −451 |
| Reduced |
| 5 | Microsoft Corp | 26.4K | $12.76M | 2.7% | +438 | Added |
| 6 | Innovator Etfs Trust | 279.9K | $12.44M | 2.6% | +270.4K | Added |
| 7 | Federated Hermes ETF Trust | 393.1K | $11.25M | 2.4% | +52.1K | Added |
| 8 | Apple Inc | 34.3K | $9.31M | 2.0% | +48 | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 453.8K | $8.88M | 1.9% | +21.9K | Added |
| 10 | Ishares Tr | 38.6K | $8.19M | 1.7% | +11.2K | Added |
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