Cincinnati, OHCIK 19770444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 63.2K | $43.41M | 15.2% | +692 | Added |
| 2 | Ishares Tr | 302.5K | $31.02M | 10.8% | +23.4K | Added |
| 3 | Dimensional ETF Trust | 289.2K | $20.15M | 7.0% | +25.7K | Added |
| 4 | Vanguard Index Fds |
| 33.8K |
| $16.50M |
| 5.8% |
| +2.1K |
| Added |
| 5 | Fidelity Merrimack Str Tr | 355.3K | $16.38M | 5.7% | +64.5K | Added |
| 6 | Vanguard Index Fds | 84.6K | $16.15M | 5.6% | +2.7K | Added |
| 7 | Ishares Tr | 95.6K | $16.06M | 5.6% | −5.1K | Reduced |
| 8 | Ishares Tr | 167.0K | $11.05M | 3.9% | +8.5K | Added |
| 9 | Ishares Tr | 260.0K | $10.76M | 3.8% | +30.0K | Added |
| 10 | Dimensional ETF Trust | 267.5K | $8.71M | 3.0% | +16.5K | Added |
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