Cleveland, OHCIK 18113084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
274 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 398.3K | $272.82M | 21.6% | −4.9K | Reduced |
| 2 | Ishares Tr | 1.71M | $99.21M | 7.8% | +59.6K | Added |
| 3 | Goldman Sachs Physical Gold | 1.99M | $84.78M | 6.7% | +4.3K | Added |
| 4 | Vanguard Whitehall Fds |
| 2.98M |
| $77.21M |
| 6.1% |
| +70.1K |
| Added |
| 5 | Vanguard Index Fds | 6.17M | $61.74M | 4.9% | −1.3K | Reduced |
| 6 | Ishares Tr | 150.0K | $45.18M | 3.6% | +4.9K | Added |
| 7 | Select Sector Spdr Tr | 281.7K | $43.61M | 3.4% | +16.5K | Added |
| 8 | Ishares Tr | 73.7K | $34.89M | 2.8% | −2.5K | Reduced |
| 9 | Ishares Inc | 762.3K | $31.06M | 2.5% | +40.9K | Added |
| 10 | Ishares Tr | 1.62M | $30.29M | 2.4% | +4.4K | Added |
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