Cuyahoga Falls, OHCIK 19048224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 152.7K | $15.16M | 11.6% | +40.4K | Added |
| 2 | Vanguard Tax-Managed Fds | 157.9K | $9.86M | 7.6% | −3.3K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 11.9K | $8.13M | 6.2% | −48 | Reduced |
| 4 | Invesco Qqq Tr |
| 10.5K |
| $6.45M |
| 5.0% |
| 0 |
| Held |
| 5 | Dimensional ETF Trust | 71.5K | $5.30M | 4.1% | +11.4K | Added |
| 6 | Dimensional ETF Trust | 135.6K | $5.17M | 4.0% | +16.8K | Added |
| 7 | Vanguard Index Fds | 7.5K | $4.72M | 3.6% | +296 | Added |
| 8 | Vanguard Index Fds | 14.0K | $4.69M | 3.6% | −160 | Reduced |
| 9 | Dimensional ETF Trust | 64.6K | $4.50M | 3.5% | +5.3K | Added |
| 10 | Vanguard Bd Index Fds | 56.7K | $4.46M | 3.4% | +12.3K | Added |
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