Columbus, OHCIK 18095745 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
95 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 61.0K | $41.72M | 11.7% | −2.1K | Reduced |
| 2 | Dimensional ETF Trust | 661.6K | $33.02M | 9.2% | +9.6K | Added |
| 3 | Vanguard Tax-Managed Fds | 487.2K | $30.43M | 8.5% | +23.2K | Added |
| 4 | Berkshire Hathaway Inc Del |
| 41.4K |
| $20.79M |
| 5.8% |
| −186 |
| Reduced |
| 5 | Dimensional ETF Trust | 267.5K | $19.84M | 5.5% | +21.7K | Added |
| 6 | Blue Owl Capital Corporation | 1.49M | $19.10M | 5.3% | +341.8K | Added |
| 7 | Dimensional ETF Trust | 432.3K | $14.79M | 4.1% | +396.4K | Added |
| 8 | Vanguard Index Fds | 42.1K | $14.10M | 3.9% | −1.5K | Reduced |
| 9 | Vanguard Index Fds | 21.4K | $13.39M | 3.7% | +263 | Added |
| 10 | Dimensional ETF Trust | 173.8K | $12.11M | 3.4% | +4.1K | Added |
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