West Hartford, CTCIK 18015074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
529 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 13.91M | $550.89M | 10.9% | +394.3K | Added |
| 2 | Vanguard Index Fds | 688.8K | $230.94M | 4.6% | +223.8K | Added |
| 3 | Dimensional ETF Trust | 4.51M | $216.24M | 4.3% | +506.8K | Added |
| 4 | Dimensional ETF Trust |
| 4.30M |
| $148.06M |
| 2.9% |
| +349.4K |
| Added |
| 5 | Vanguard Bd Index Fds | 1.66M | $130.95M | 2.6% | +148.9K | Added |
| 6 | Vanguard Bd Index Fds | 1.65M | $122.50M | 2.4% | +46.5K | Added |
| 7 | Dimensional ETF Trust | 2.60M | $110.84M | 2.2% | +298.3K | Added |
| 8 | Vanguard Tax-Managed Fds | 1.74M | $108.40M | 2.1% | +111.5K | Added |
| 9 | Dimensional ETF Trust | 1.94M | $101.88M | 2.0% | +265.4K | Added |
| 10 | Vanguard Intl Equity Index F | 1.88M | $101.24M | 2.0% | +211.7K | Added |
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