Westerville, OHCIK 19475034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 46.5K | $15.57M | 8.8% | +1.4K | Added |
| 2 | Vanguard Star Fds | 182.0K | $13.73M | 7.8% | +8.4K | Added |
| 3 | Abbvie Inc | 51.9K | $11.85M | 6.7% | −29 | Reduced |
| 4 | Capital Group Dividend Value |
| 270.9K |
| $11.82M |
| 6.7% |
| +8.3K |
| Added |
| 5 | Ishares Inc | 85.5K | $8.83M | 5.0% | +4.9K | Added |
| 6 | Capital Group Growth ETF | 189.9K | $8.45M | 4.8% | +8.9K | Added |
| 7 | Capital Group Dividend Growe | 208.8K | $7.44M | 4.2% | +13.0K | Added |
| 8 | Vanguard Bd Index Fds | 95.9K | $7.10M | 4.0% | +5.0K | Added |
| 9 | Capital Grp Fixed Incm ETF T | 247.7K | $6.84M | 3.9% | +12.9K | Added |
| 10 | Apple Inc | 24.9K | $6.77M | 3.8% | −926 | Reduced |
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