Cincinnati, OHCIK 18112404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
208 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Grp Fixed Incm ETF T | 3.05M | $69.06M | 7.9% | +106.5K | Added |
| 2 | Vanguard Index Fds | 92.6K | $58.08M | 6.7% | −781 | Reduced |
| 3 | Capital Group Dividend Value | 1.32M | $57.66M | 6.6% | +49.0K | Added |
| 4 | Capital Group Core Equity Et |
| 966.5K |
| $38.88M |
| 4.5% |
| +38.1K |
| Added |
| 5 | Vanguard Star Fds | 510.9K | $38.54M | 4.4% | +5.8K | Added |
| 6 | Fidelity Merrimack Str Tr | 654.0K | $30.11M | 3.4% | +72.0K | Added |
| 7 | Schwab Strategic Tr | 1.06M | $29.13M | 3.3% | +25.8K | Added |
| 8 | T Rowe Price ETF Inc | 741.9K | $28.35M | 3.2% | +16.7K | Added |
| 9 | Schwab Strategic Tr | 673.4K | $21.97M | 2.5% | +3.7K | Added |
| 10 | J P Morgan Exchange Traded F | 418.8K | $21.19M | 2.4% | +14.1K | Added |
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