Indianapolis, INCIK 18675874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
308 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 167.5K | $56.14M | 6.1% | +2.1K | Added |
| 2 | Invesco Exch Traded Fd Tr II | 306.8K | $36.61M | 4.0% | +25.0K | Added |
| 3 | Schwab Strategic Tr | 1.03M | $33.69M | 3.7% | +53.8K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 437.9K |
| $27.36M |
| 3.0% |
| +251.7K |
| Added |
| 5 | Ishares Tr | 453.9K | $21.13M | 2.3% | −39.7K | Reduced |
| 6 | Ishares Tr | 91.8K | $19.47M | 2.1% | +20.6K | Added |
| 7 | Ishares Tr | 199.8K | $19.23M | 2.1% | +10.1K | Added |
| 8 | Invesco Qqq Tr | 29.8K | $18.29M | 2.0% | +21 | Added |
| 9 | Schwab Strategic Tr | 747.3K | $17.96M | 2.0% | +27.7K | Added |
| 10 | Blackrock ETF Trust | 294.7K | $17.92M | 1.9% | −27.9K | Reduced |
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