Oak Brook, ILCIK 18113455 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
538 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 401.6K | $32.02M | 3.1% | +395.4K | Added |
| 2 | Spdr S&P 500 ETF Tr | 40.0K | $27.27M | 2.6% | +21.8K | Added |
| 3 | Ishares Tr | 116.8K | $24.76M | 2.4% | +49.1K | Added |
| 4 | Schwab Strategic Tr |
| 777.7K |
| $20.40M |
| 2.0% |
| +777.7K |
| New |
| 5 | Ishares Tr | 29.1K | $19.93M | 1.9% | +4.3K | Added |
| 6 | Ishares Inc | 281.9K | $18.95M | 1.8% | +70.7K | Added |
| 7 | Blackrock ETF Trust | 307.2K | $18.68M | 1.8% | +57.1K | Added |
| 8 | Ishares Tr | 145.7K | $17.96M | 1.7% | +12.2K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 828.7K | $17.07M | 1.6% | +828.7K | New |
| 10 | Vanguard Index Fds | 48.6K | $16.29M | 1.6% | −918 | Reduced |
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