Bloomington, MNCIK 18826914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
52 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 201.3K | $33.56M | 6.4% | −12.6K | Reduced |
| 2 | Ishares Tr | 219.8K | $21.65M | 4.1% | +137.8K | Added |
| 3 | Vanguard Wellington Fd | 105.3K | $20.14M | 3.8% | −13.3K | Reduced |
| 4 | Vanguard Intl Equity Index F |
| 140.8K |
| $19.85M |
| 3.8% |
| +1.8K |
| Added |
| 5 | Vanguard Index Fds | 39.2K | $19.13M | 3.6% | +1.4K | Added |
| 6 | Wisdomtree Tr | 205.1K | $19.13M | 3.6% | +18.6K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 369.1K | $18.08M | 3.4% | +9.3K | Added |
| 8 | First Tr Exchange-Traded Fd | 110.4K | $18.06M | 3.4% | +110.4K | New |
| 9 | Invesco Exch Traded Fd Tr II | 487.5K | $17.96M | 3.4% | +487.5K | New |
| 10 | Fidelity Covington Trust | 311.2K | $17.64M | 3.4% | +1.9K | Added |
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