Evanston, ILCIK 19637284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
102 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 684.0K | $37.69M | 26.0% | −14.5K | Reduced |
| 2 | Janus Detroit Str Tr | 171.7K | $7.84M | 5.4% | +22.1K | Added |
| 3 | Schwab Strategic Tr | 214.6K | $5.68M | 3.9% | −3.8K | Reduced |
| 4 | Schwab Strategic Tr |
| 199.3K |
| $5.23M |
| 3.6% |
| −8.7K |
| Reduced |
| 5 | American Centy ETF Tr | 49.4K | $5.04M | 3.5% | +4.2K | Added |
| 6 | Vanguard Mun Bd Fds | 49.9K | $5.03M | 3.5% | −210 | Reduced |
| 7 | Pgim ETF Tr | 100.1K | $4.96M | 3.4% | +74.9K | Added |
| 8 | Ea Series Trust | 91.6K | $4.52M | 3.1% | +91.6K | New |
| 9 | Ea Series Trust | 36.6K | $4.21M | 2.9% | +2.5K | Added |
| 10 | Vanguard Scottsdale Fds | 60.0K | $2.82M | 1.9% | −1.9K | Reduced |
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