Naperville, ILCIK 19870054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
110 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 101.6K | $69.57M | 18.3% | +54.1K | Added |
| 2 | Vanguard Bd Index Fds | 296.3K | $23.07M | 6.1% | +61.6K | Added |
| 3 | Vanguard Tax-Managed Fds | 363.9K | $22.74M | 6.0% | +129.6K | Added |
| 4 | Vanguard Index Fds |
| 39.7K |
| $19.38M |
| 5.1% |
| −29.3K |
| Reduced |
| 5 | Vanguard Index Fds | 90.6K | $17.31M | 4.6% | −97.3K | Reduced |
| 6 | Ishares Tr | 157.3K | $16.85M | 4.4% | +20.6K | Added |
| 7 | Ishares Tr | 150.0K | $16.01M | 4.2% | +15.0K | Added |
| 8 | Innovator Etfs Trust | 291.0K | $10.29M | 2.7% | +13.0K | Added |
| 9 | Schwab Strategic Tr | 385.2K | $9.39M | 2.5% | −97.1K | Reduced |
| 10 | Ishares Tr | 101.4K | $8.36M | 2.2% | +11.4K | Added |
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