Norwalk, IACIK 19106664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
767 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 59.5K | $16.17M | 4.4% | −197 | Reduced |
| 2 | Vanguard Bd Index Fds | 174.1K | $13.56M | 3.7% | +3.5K | Added |
| 3 | Dimensional ETF Trust | 318.1K | $13.54M | 3.7% | +22.3K | Added |
| 4 | Vanguard Bd Index Fds |
| 130.7K |
| $10.30M |
| 2.8% |
| +5.3K |
| Added |
| 5 | Vanguard Specialized Funds | 43.1K | $9.47M | 2.6% | +2.3K | Added |
| 6 | Dimensional ETF Trust | 195.7K | $9.38M | 2.6% | +24.4K | Added |
| 7 | Vanguard Whitehall Fds | 61.7K | $8.86M | 2.4% | +3.5K | Added |
| 8 | Vanguard Whitehall Fds | 113.8K | $7.67M | 2.1% | +5.8K | Added |
| 9 | Vanguard Bd Index Fds | 101.3K | $7.51M | 2.1% | +3.1K | Added |
| 10 | Microsoft Corp | 15.4K | $7.47M | 2.0% | +172 | Added |
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