Downers Grove, ILCIK 19340411 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchng Traded Fd Vi | 242.5K | $8.31M | 7.8% | +242.5K | New Position |
| 2 | Vanguard Bd Index Fds | 94.4K | $6.99M | 6.6% | +94.4K | New Position |
| 3 | Vanguard Whitehall Fds | 69.8K | $6.38M | 6.0% | +69.8K | New Position |
| 4 |
| Vanguard Index Fds |
| 8.6K |
| $4.18M |
| 3.9% |
| +8.6K |
| New Position |
| 5 | Schwab Strategic Tr | 135.5K | $4.04M | 3.8% | +135.5K | New Position |
| 6 | Dimensional ETF Trust | 67.9K | $3.39M | 3.2% | +67.9K | New Position |
| 7 | Vanguard Specialized Funds | 15.2K | $3.34M | 3.1% | +15.2K | New Position |
| 8 | Vanguard World Fd | 14.8K | $3.13M | 3.0% | +14.8K | New Position |
| 9 | Vanguard Bd Index Fds | 38.7K | $3.05M | 2.9% | +38.7K | New Position |
| 10 | Vanguard Malvern Fds | 61.0K | $3.02M | 2.8% | +61.0K | New Position |
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