Bloomington, MNCIK 20049634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
141 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 31.3K | $8.51M | 5.7% | +9.1K | Added |
| 2 | Spdr S&P 500 ETF Tr | 11.5K | $7.86M | 5.2% | +228 | Added |
| 3 | American Centy ETF Tr | 70.9K | $5.84M | 3.9% | +20.1K | Added |
| 4 | Microsoft Corp |
| 11.0K |
| $5.31M |
| 3.5% |
| +1.6K |
| Added |
| 5 | Vanguard Index Fds | 16.9K | $4.91M | 3.3% | +16.2K | Added |
| 6 | Nvidia Corporation | 25.7K | $4.79M | 3.2% | +6.1K | Added |
| 7 | Vanguard Tax-Managed Fds | 74.0K | $4.62M | 3.1% | +74.0K | New |
| 8 | American Centy ETF Tr | 36.1K | $4.13M | 2.8% | +358 | Added |
| 9 | Ishares Tr | 47.6K | $3.14M | 2.1% | +6.4K | Added |
| 10 | Kla Corp | 2.5K | $3.04M | 2.0% | +371 | Added |
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