Edina, MNCIK 18621764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 3.76M | $94.38M | 21.9% | +106.6K | Added |
| 2 | Vanguard Scottsdale Fds | 949.8K | $55.78M | 13.0% | +50.6K | Added |
| 3 | Schwab Strategic Tr | 1.63M | $53.12M | 12.4% | −36.7K | Reduced |
| 4 | Vanguard Index Fds |
| 99.7K |
| $48.62M |
| 11.3% |
| +608 |
| Added |
| 5 | Vanguard Index Fds | 175.7K | $33.57M | 7.8% | +2.7K | Added |
| 6 | Vanguard Tax-Managed Fds | 403.4K | $25.20M | 5.9% | +56.5K | Added |
| 7 | Schwab Strategic Tr | 788.4K | $18.95M | 4.4% | +85.4K | Added |
| 8 | Schwab Strategic Tr | 628.9K | $18.62M | 4.3% | +30.8K | Added |
| 9 | Vanguard Index Fds | 36.5K | $11.03M | 2.6% | +28 | Added |
| 10 | Vanguard Index Fds | 40.3K | $8.55M | 2.0% | +786 | Added |
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