Naperville, ILCIK 18171744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 133.7K | $44.83M | 16.4% | +2.4K | Added |
| 2 | Vanguard Bd Index Fds | 353.6K | $26.19M | 9.6% | −2.8K | Reduced |
| 3 | Ishares Tr | 70.9K | $10.57M | 3.9% | −2.9K | Reduced |
| 4 | Ishares Tr |
| 127.8K |
| $10.31M |
| 3.8% |
| −2.0K |
| Reduced |
| 5 | Vanguard Tax-Managed Fds | 148.5K | $9.62M | 3.5% | −1.3K | Reduced |
| 6 | Nvidia Corporation | 44.3K | $8.27M | 3.0% | −1.6K | Reduced |
| 7 | Apple Inc | 28.3K | $7.82M | 2.9% | −485 | Reduced |
| 8 | Vanguard Bd Index Fds | 95.8K | $7.55M | 2.8% | +8.3K | Added |
| 9 | Microsoft Corp | 14.4K | $6.95M | 2.5% | −257 | Reduced |
| 10 | Alphabet Inc | 18.9K | $5.94M | 2.2% | −382 | Reduced |
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