Columbus, OHCIK 20027454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
640 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 191.8K | $42.15M | 25.0% | +5.1K | Added |
| 2 | Capital Group Gbl Growth Eqt | 372.6K | $12.91M | 7.6% | +18.7K | Added |
| 3 | Vanguard Index Fds | 37.8K | $12.67M | 7.5% | −1.2K | Reduced |
| 4 | Spdr S&P 500 ETF Tr |
| 16.6K |
| $11.32M |
| 6.7% |
| −431 |
| Reduced |
| 5 | Goldman Sachs ETF Tr | 207.3K | $10.46M | 6.2% | −1.2K | Reduced |
| 6 | Wisdomtree Tr | 137.1K | $5.97M | 3.5% | −3.4K | Reduced |
| 7 | Wisdomtree Tr | 90.9K | $4.69M | 2.8% | −737 | Reduced |
| 8 | Vanguard Index Fds | 17.2K | $4.44M | 2.6% | −239 | Reduced |
| 9 | Abbvie Inc | 17.7K | $4.04M | 2.4% | −224 | Reduced |
| 10 | Wisdomtree Tr | 118.5K | $3.96M | 2.3% | −1.2K | Reduced |
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