Chicago, ILCIK 18938934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
180 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Malvern Fds | 1.82M | $90.09M | 16.5% | +98.6K | Added |
| 2 | Vanguard Specialized Funds | 144.1K | $31.66M | 5.8% | −196 | Reduced |
| 3 | Vanguard Index Fds | 156.6K | $29.90M | 5.5% | −1.3K | Reduced |
| 4 | Dimensional ETF Trust |
| 584.6K |
| $20.15M |
| 3.7% |
| −210 |
| Reduced |
| 5 | Schwab Strategic Tr | 394.8K | $17.85M | 3.3% | −3.3K | Reduced |
| 6 | Vanguard Index Fds | 80.5K | $17.04M | 3.1% | −5.0K | Reduced |
| 7 | Alphabet Inc | 50.4K | $15.77M | 2.9% | −1.4K | Reduced |
| 8 | Vanguard Scottsdale Fds | 257.3K | $15.11M | 2.8% | +13.0K | Added |
| 9 | Dimensional ETF Trust | 305.6K | $14.65M | 2.7% | +35.6K | Added |
| 10 | Berkshire Hathaway Inc Del | 28.8K | $14.49M | 2.6% | −23 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio