Cincinnati, OHCIK 19608604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
253 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 53.8K | $14.64M | 4.8% | +371 | Added |
| 2 | Vanguard Index Fds | 40.8K | $13.67M | 4.5% | −248 | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 17.8K | $12.13M | 4.0% | 0 | Held |
| 4 | Microsoft Corp |
| 25.1K |
| $12.12M |
| 3.9% |
| +201 |
| Added |
| 5 | Dimensional ETF Trust | 250.1K | $11.71M | 3.8% | +22.4K | Added |
| 6 | Alphabet Inc | 35.4K | $11.08M | 3.6% | −1.5K | Reduced |
| 7 | Ishares Tr | 119.8K | $10.71M | 3.5% | −330 | Reduced |
| 8 | Nvidia Corporation | 56.0K | $10.44M | 3.4% | −2.1K | Reduced |
| 9 | Spdr S&P Midcap 400 ETF Tr | 16.5K | $9.96M | 3.2% | −585 | Reduced |
| 10 | Amazon Com Inc | 37.6K | $8.67M | 2.8% | +458 | Added |
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