Naperville, ILCIK 19665814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
105 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 23.2K | $11.68M | 6.9% | −325 | Reduced |
| 2 | Schwab Strategic Tr | 353.9K | $9.63M | 5.7% | +13.5K | Added |
| 3 | Vanguard Instl Index Fd | 110.1K | $8.31M | 4.9% | +78.7K | Added |
| 4 | Vanguard Intl Equity Index F |
| 49.7K |
| $7.01M |
| 4.1% |
| +1.1K |
| Added |
| 5 | Vanguard Malvern Fds | 70.6K | $5.52M | 3.2% | +37.8K | Added |
| 6 | Ebay Inc. | 62.7K | $5.46M | 3.2% | +738 | Added |
| 7 | Mckesson Corp | 6.6K | $5.44M | 3.2% | +71 | Added |
| 8 | Williams Sonoma Inc | 28.3K | $5.06M | 3.0% | +72 | Added |
| 9 | Autozone Inc | 1.4K | $4.84M | 2.8% | +19 | Added |
| 10 | Bank America Corp | 85.4K | $4.70M | 2.8% | +425 | Added |
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