Idaho Falls, IDCIK 19578404 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 | Dimensional ETF Trust | 3.63M | $143.61M | 60.9% | +38.0K | Added |
| 2 | Dimensional ETF Trust | 1.16M | $38.11M | 16.2% | +16.9K | Added |
| 3 | Dimensional ETF Trust | 367.4K | $17.62M | 7.5% | +19.7K | Added |
| 4 | Dimensnl Ultrashrt Fixed |
| 204.7K |
| $10.37M |
| 4.4% |
| +36.7K |
| Added |
| 5 | Dimensional ETF Trust | 374.0K | $8.57M | 3.6% | +41.6K | Added |
| 6 | Glacier Bancorp Inc New | 83.5K | $3.68M | 1.6% | 0 | Held |
| 7 | Microsoft Corp | 7.2K | $3.48M | 1.5% | −138 | Reduced |
| 8 | Dimensional ETF Trust | 45.5K | $1.94M | 0.8% | +11.1K | Added |
| 9 | Dimensional ETF Trust | 42.5K | $1.77M | 0.7% | +3.6K | Added |
| 10 | Dimensional ETF Trust | 20.6K | $1.52M | 0.6% | −17 | Reduced |
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