Cleveland, OHCIK 19110524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
17 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 90.0K | $28.32M | 22.7% | +4.2K | Added |
| 2 | Ishares Tr | 168.7K | $27.26M | 21.8% | +5.9K | Added |
| 3 | J P Morgan Exchange Traded F | 439.8K | $25.56M | 20.5% | +26.9K | Added |
| 4 | Capital Group Global Equity |
| 598.6K |
| $18.93M |
| 15.2% |
| +226.3K |
| Added |
| 5 | Vanguard Index Fds | 54.2K | $15.72M | 12.6% | +1.9K | Added |
| 6 | Global X Fds | 32.9K | $1.67M | 1.3% | +3.3K | Added |
| 7 | Microsoft Corp | 3.3K | $1.59M | 1.3% | +54 | Added |
| 8 | Apple Inc | 4.8K | $1.30M | 1.0% | +343 | Added |
| 9 | Nvidia Corporation | 5.3K | $982.1K | 0.8% | +745 | Added |
| 10 | Progressive Corp | 3.4K | $783.4K | 0.6% | +2 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio