Bloomfield Hills, MICIK 18453024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 466.1K | $36.73M | 5.7% | +7.4K | Added |
| 2 | Vanguard Bd Index Fds | 379.0K | $29.52M | 4.6% | +5.3K | Added |
| 3 | Vanguard Bd Index Fds | 422.4K | $29.37M | 4.6% | +3.8K | Added |
| 4 | Vanguard Malvern Fds |
| 581.9K |
| $28.78M |
| 4.5% |
| −10.3K |
| Reduced |
| 5 | Apple Inc | 81.9K | $22.26M | 3.5% | −3.5K | Reduced |
| 6 | Vanguard Whitehall Fds | 328.8K | $22.17M | 3.5% | +3.8K | Added |
| 7 | Walmart Inc | 160.0K | $17.82M | 2.8% | −6.3K | Reduced |
| 8 | Jpmorgan Chase & Co. | 54.6K | $17.60M | 2.7% | −1.0K | Reduced |
| 9 | Microsoft Corp | 34.7K | $16.78M | 2.6% | −294 | Reduced |
| 10 | Broadcom Inc | 47.3K | $16.38M | 2.6% | −1.2K | Reduced |
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