Wheeling, WVCIK 18435364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
16 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 61.3K | $41.95M | 25.7% | −1.0K | Reduced |
| 2 | Ishares Tr | 295.6K | $29.52M | 18.1% | +13.1K | Added |
| 3 | Ishares Tr | 171.8K | $20.65M | 12.7% | +2.2K | Added |
| 4 | Vanguard Bd Index Fds |
| 231.1K |
| $18.22M |
| 11.2% |
| +8.0K |
| Added |
| 5 | Vanguard Index Fds | 159.6K | $14.12M | 8.7% | +11.1K | Added |
| 6 | Dimensional ETF Trust | 293.0K | $11.17M | 6.8% | +14.8K | Added |
| 7 | Dimensional ETF Trust | 179.8K | $5.86M | 3.6% | +4.2K | Added |
| 8 | Vanguard Index Fds | 17.4K | $5.83M | 3.6% | +777 | Added |
| 9 | Ishares Tr | 48.0K | $4.30M | 2.6% | +1.6K | Added |
| 10 | Ishares Tr | 59.5K | $3.87M | 2.4% | +2.0K | Added |
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