Westerville, OHCIK 19086074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
124 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 175.0K | $21.31M | 9.2% | +7.1K | Added |
| 2 | T Rowe Price ETF Inc | 400.0K | $17.99M | 7.7% | +10.0K | Added |
| 3 | J P Morgan Exchange Traded F | 220.6K | $11.93M | 5.1% | +126.8K | Added |
| 4 | Vanguard Whitehall Fds |
| 72.4K |
| $10.39M |
| 4.5% |
| +1.0K |
| Added |
| 5 | Apple Inc | 33.8K | $9.20M | 4.0% | −3.0K | Reduced |
| 6 | Hartford Fds Exchange Traded | 458.7K | $8.78M | 3.8% | −7.3K | Reduced |
| 7 | Ishares Tr | 121.8K | $8.46M | 3.6% | +1.3K | Added |
| 8 | Amazon Com Inc | 30.1K | $6.95M | 3.0% | +150 | Added |
| 9 | J P Morgan Exchange Traded F | 73.5K | $6.62M | 2.8% | +4.3K | Added |
| 10 | Janus Detroit Str Tr | 128.3K | $6.49M | 2.8% | +6.7K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio