Columbus, OHCIK 20168994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
208 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 130.6K | $33.69M | 6.2% | +545 | Added |
| 2 | Capital Group Dividend Value | 755.3K | $32.96M | 6.1% | +32.2K | Added |
| 3 | Vanguard Intl Equity Index F | 170.7K | $24.08M | 4.5% | −12.8K | Reduced |
| 4 | Vanguard Index Fds |
| 54.8K |
| $18.38M |
| 3.4% |
| −633 |
| Reduced |
| 5 | Capital Grp Fixed Incm ETF T | 811.3K | $18.37M | 3.4% | −14.3K | Reduced |
| 6 | Capital Group Core Equity Et | 424.4K | $17.07M | 3.2% | +23.0K | Added |
| 7 | Capital Group Growth ETF | 375.0K | $16.68M | 3.1% | +168.9K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 635.9K | $12.55M | 2.3% | +4.9K | Added |
| 9 | Capital Group Gbl Growth Eqt | 325.7K | $11.28M | 2.1% | −2.7K | Reduced |
| 10 | Vanguard Scottsdale Fds | 121.5K | $10.18M | 1.9% | +2.2K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio