Edina, MNCIK 18430104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
495 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.56M | $50.76M | 3.6% | −29.7K | Reduced |
| 2 | J P Morgan Exchange Traded F | 357.6K | $44.09M | 3.2% | +20.4K | Added |
| 3 | First Tr Exchng Traded Fd Vi | 1.28M | $43.85M | 3.1% | +31.3K | Added |
| 4 | J P Morgan Exchange Traded F |
| 763.5K |
| $36.15M |
| 2.6% |
| +18.4K |
| Added |
| 5 | Apple Inc | 121.9K | $33.15M | 2.4% | +724 | Added |
| 6 | Nvidia Corporation | 154.3K | $28.78M | 2.1% | −4.1K | Reduced |
| 7 | Schwab Strategic Tr | 934.5K | $27.67M | 2.0% | −8.0K | Reduced |
| 8 | Schwab Strategic Tr | 951.6K | $23.87M | 1.7% | +47.7K | Added |
| 9 | Dbx ETF Tr | 467.1K | $22.47M | 1.6% | −14.3K | Reduced |
| 10 | Ishares Inc | 307.2K | $22.32M | 1.6% | +3.2K | Added |
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