Indianapolis, INCIK 17676014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
101 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.48M | $63.11M | 9.8% | +75.3K | Added |
| 2 | Dimensional ETF Trust | 1.22M | $58.53M | 9.1% | +38.6K | Added |
| 3 | Dimensional ETF Trust | 1.19M | $45.44M | 7.1% | +30.4K | Added |
| 4 | Spdr Series Trust |
| 513.4K |
| $41.18M |
| 6.4% |
| −10.3K |
| Reduced |
| 5 | Dimensional ETF Trust | 651.7K | $34.30M | 5.3% | +99.1K | Added |
| 6 | Dimensional ETF Trust | 834.2K | $28.75M | 4.5% | +3.2K | Added |
| 7 | Vanguard Index Fds | 141.9K | $27.10M | 4.2% | +1.9K | Added |
| 8 | Dimensional ETF Trust | 795.1K | $25.90M | 4.0% | −5.3K | Reduced |
| 9 | Dimensional ETF Trust | 352.5K | $24.56M | 3.8% | +6.4K | Added |
| 10 | Vanguard Index Fds | 47.7K | $23.29M | 3.6% | −1.4K | Reduced |
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