Minnetonka, MNCIK 19774654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
125 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.82M | $92.09M | 10.2% | +2.82M | New |
| 2 | Schwab Strategic Tr | 3.43M | $82.52M | 9.1% | +171.1K | Added |
| 3 | Blackrock ETF Trust | 1.17M | $71.41M | 7.9% | +1.17M | New |
| 4 | Columbia ETF Tr I |
| 1.35M |
| $55.01M |
| 6.1% |
| +631.5K |
| Added |
| 5 | Schwab Strategic Tr | 1.97M | $53.50M | 5.9% | +68.8K | Added |
| 6 | Ishares Tr | 74.9K | $51.31M | 5.7% | −161.0K | Reduced |
| 7 | Spdr Index Shs Fds | 984.8K | $46.10M | 5.1% | −64.9K | Reduced |
| 8 | Ishares Tr | 519.9K | $34.31M | 3.8% | +20.3K | Added |
| 9 | Vanguard Index Fds | 62.9K | $30.68M | 3.4% | −188.1K | Reduced |
| 10 | Ishares Tr | 1.20M | $27.64M | 3.1% | −6.2K | Reduced |
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