Sioux Falls, SDCIK 18715934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 66.0K | $22.11M | 18.1% | 0 | Held |
| 2 | Vanguard Index Fds | 21.6K | $13.52M | 11.0% | +6.3K | Added |
| 3 | Vanguard Star Fds | 172.2K | $12.99M | 10.6% | +24.3K | Added |
| 4 | Dimensional ETF Trust |
| 207.3K |
| $7.14M |
| 5.8% |
| +76.6K |
| Added |
| 5 | Dimensional ETF Trust | 96.0K | $7.07M | 5.8% | +20.5K | Added |
| 6 | Dimensional ETF Trust | 82.3K | $5.73M | 4.7% | +12.3K | Added |
| 7 | Ishares Tr | 31.1K | $4.39M | 3.6% | 0 | Held |
| 8 | Dimensional ETF Trust | 120.0K | $3.97M | 3.2% | +37.6K | Added |
| 9 | Dimensional ETF Trust | 78.1K | $3.66M | 3.0% | +78.1K | New |
| 10 | Vanguard Tax-Managed Fds | 57.6K | $3.60M | 2.9% | +22.0K | Added |
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