Chicago, ILCIK 20119584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
142 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 131.9K | $5.97M | 4.0% | +3.8K | Added |
| 2 | Vanguard Index Fds | 29.1K | $5.56M | 3.7% | +3.0K | Added |
| 3 | Capital Group Growth ETF | 122.4K | $5.44M | 3.6% | +7.3K | Added |
| 4 | Nvidia Corporation |
| 28.9K |
| $5.40M |
| 3.6% |
| −313 |
| Reduced |
| 5 | Apple Inc | 19.5K | $5.30M | 3.5% | +4.4K | Added |
| 6 | Vanguard Index Fds | 10.3K | $5.02M | 3.3% | +2.6K | Added |
| 7 | Wells Fargo Co New | 44.9K | $4.19M | 2.8% | +44.9K | New |
| 8 | Capital Group Dividend Value | 86.2K | $3.76M | 2.5% | +10.2K | Added |
| 9 | Eli Lilly & Co | 3.2K | $3.44M | 2.3% | −99 | Reduced |
| 10 | Lam Research Corp | 19.2K | $3.29M | 2.2% | +60 | Added |
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