Cedar Rapids, IACIK 19543374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
69 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 27.7K | $11.44M | 7.3% | −2.7K | Reduced |
| 2 | Schwab Strategic Tr | 406.5K | $11.06M | 7.1% | −17.3K | Reduced |
| 3 | Dimensional ETF Trust | 142.3K | $10.55M | 6.7% | −8.2K | Reduced |
| 4 | Vanguard Wellington Fd |
| 67.1K |
| $10.30M |
| 6.6% |
| −1.8K |
| Reduced |
| 5 | J P Morgan Exchange Traded F | 205.4K | $9.72M | 6.2% | +8.4K | Added |
| 6 | Dimensional ETF Trust | 168.8K | $8.42M | 5.4% | −8.1K | Reduced |
| 7 | Dimensional ETF Trust | 115.8K | $8.07M | 5.1% | −4.4K | Reduced |
| 8 | Vanguard Intl Equity Index F | 120.8K | $6.49M | 4.1% | −4.9K | Reduced |
| 9 | Fidelity Merrimack Str Tr | 126.3K | $6.35M | 4.1% | +6.1K | Added |
| 10 | World Gold Tr | 71.8K | $6.13M | 3.9% | −9.2K | Reduced |
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