Columbus, OHCIK 19744034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
118 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 326.0K | $17.63M | 7.4% | +191.0K | Added |
| 2 | Vanguard Index Fds | 53.0K | $16.01M | 6.8% | +440 | Added |
| 3 | Vanguard Charlotte Fds | 267.9K | $12.94M | 5.5% | +23.2K | Added |
| 4 | Vanguard Bd Index Fds |
| 161.8K |
| $12.75M |
| 5.4% |
| +11.1K |
| Added |
| 5 | Vanguard Index Fds | 48.7K | $12.57M | 5.3% | +735 | Added |
| 6 | Dimensional ETF Trust | 348.1K | $11.34M | 4.8% | −5.0K | Reduced |
| 7 | Capital Group Intl Focus Eqt | 344.7K | $10.19M | 4.3% | −4.9K | Reduced |
| 8 | Goldman Sachs ETF Tr | 217.9K | $9.36M | 4.0% | +40.5K | Added |
| 9 | Dimensional ETF Trust | 149.0K | $8.87M | 3.7% | −924 | Reduced |
| 10 | Capital Group Growth ETF | 162.2K | $7.21M | 3.0% | +1.0K | Added |
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