Lake Forest, ILCIK 18005134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
856 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blackrock ETF Trust | 825.6K | $50.2K | 7.5% | +223.2K | Added |
| 2 | Spdr Series Trust | 668.1K | $38.0K | 5.7% | +88.7K | Added |
| 3 | Ishares Tr | 79.1K | $37.5K | 5.6% | +2.5K | Added |
| 4 | Ishares Inc |
| 460.1K |
| $30.9K |
| 4.6% |
| +180.5K |
| Added |
| 5 | Abbvie Inc | 124.5K | $28.5K | 4.3% | +1.1K | Added |
| 6 | Vanguard Index Fds | 39.4K | $24.7K | 3.7% | +6.8K | Added |
| 7 | Vanguard Index Fds | 52.9K | $17.7K | 2.6% | −8.5K | Reduced |
| 8 | Apple Inc | 58.4K | $15.9K | 2.4% | −798 | Reduced |
| 9 | Dbx ETF Tr | 475.8K | $14.7K | 2.2% | +172.6K | Added |
| 10 | Invesco Exchange Traded Fd T | 246.9K | $14.6K | 2.2% | +40.1K | Added |
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