Chicago, ILCIK 18609284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 275.8K | $92.48M | 39.8% | −8.0K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 777.8K | $48.59M | 20.9% | 0 | Held |
| 3 | Ishares Tr | 280.6K | $28.03M | 12.1% | 0 | Held |
| 4 | Vanguard Intl Equity Index F |
| 359.7K |
| $19.33M |
| 8.3% |
| 0 |
| Held |
| 5 | Apple Inc | 42.0K | $11.42M | 4.9% | 0 | Held |
| 6 | Vanguard Whitehall Fds | 136.6K | $9.21M | 4.0% | +50.1K | Added |
| 7 | Enterprise Prods Partners L | 271.5K | $8.70M | 3.7% | −306.5K | Reduced |
| 8 | Blue Owl Capital Corporation | 404.2K | $5.02M | 2.2% | 0 | Held |
| 9 | Ishares Tr | 186.3K | $4.65M | 2.0% | 0 | Held |
| 10 | Chipotle Mexican Grill Inc | 50.0K | $1.85M | 0.8% | 0 | Held |
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