Grand Rapids, MICIK 18133694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 184.2K | $126.19M | 18.4% | −2.9K | Reduced |
| 2 | Ishares Tr | 752.6K | $103.06M | 15.0% | +11.2K | Added |
| 3 | Ishares Tr | 1.59M | $80.43M | 11.7% | −53.2K | Reduced |
| 4 | Vanguard Index Fds |
| 284.7K |
| $60.30M |
| 8.8% |
| +2.0K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 776.2K | $48.49M | 7.1% | −26.8K | Reduced |
| 6 | Ishares Tr | 592.9K | $45.97M | 6.7% | −4.7K | Reduced |
| 7 | Vanguard Index Fds | 218.2K | $41.67M | 6.1% | −7.8K | Reduced |
| 8 | Ishares Tr | 1.62M | $37.16M | 5.4% | +137.4K | Added |
| 9 | Select Sector Spdr Tr | 173.4K | $26.84M | 3.9% | −5.9K | Reduced |
| 10 | Ishares Tr | 981.8K | $21.96M | 3.2% | +163.1K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio