Cleveland, OHCIK 19425484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
305 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 916.9K | $44.65M | 6.1% | +162.8K | Added |
| 2 | Pimco ETF Tr | 420.3K | $39.13M | 5.4% | +42.2K | Added |
| 3 | J P Morgan Exchange Traded F | 471.4K | $33.81M | 4.6% | +19.7K | Added |
| 4 | Vanguard Index Fds |
| 94.7K |
| $31.77M |
| 4.3% |
| +3.7K |
| Added |
| 5 | J P Morgan Exchange Traded F | 615.1K | $31.33M | 4.3% | +15.6K | Added |
| 6 | Vanguard Intl Equity Index F | 201.9K | $28.47M | 3.9% | +12.1K | Added |
| 7 | Vanguard Intl Equity Index F | 520.2K | $27.96M | 3.8% | +50.9K | Added |
| 8 | Schwab Strategic Tr | 987.3K | $23.73M | 3.2% | +94.1K | Added |
| 9 | Ishares Tr | 341.8K | $22.56M | 3.1% | +12.1K | Added |
| 10 | Vanguard Scottsdale Fds | 218.7K | $20.19M | 2.8% | +2.4K | Added |
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