Sioux Falls, SDCIK 19648354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 154.9K | $116.73M | 16.7% | +6.3K | Added |
| 2 | Vanguard Index Fds | 176.1K | $110.44M | 15.8% | +5.5K | Added |
| 3 | Schwab Strategic Tr | 3.65M | $95.70M | 13.7% | +262.1K | Added |
| 4 | Vanguard World Fd |
| 451.1K |
| $95.30M |
| 13.6% |
| −1.1K |
| Reduced |
| 5 | Vanguard World Fd | 142.1K | $42.41M | 6.1% | +3.4K | Added |
| 6 | Vanguard Index Fds | 107.4K | $36.00M | 5.1% | −4.5K | Reduced |
| 7 | Vanguard Specialized Funds | 116.1K | $25.51M | 3.6% | +237 | Added |
| 8 | Spdr Series Trust | 245.0K | $20.21M | 2.9% | −5.2K | Reduced |
| 9 | Vanguard Whitehall Fds | 193.3K | $17.68M | 2.5% | +15.1K | Added |
| 10 | Fidelity Covington Trust | 294.0K | $14.46M | 2.1% | +31.9K | Added |
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