Independence, OHCIK 20193934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
236 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 60.6K | $38.00M | 10.2% | +53 | Added |
| 2 | Invesco Qqq Tr | 44.9K | $27.56M | 7.4% | +223 | Added |
| 3 | Ishares Tr | 38.6K | $26.47M | 7.1% | +948 | Added |
| 4 | Invesco Exchange Traded Fd T |
| 135.5K |
| $25.95M |
| 7.0% |
| +5.0K |
| Added |
| 5 | Wisdomtree Tr | 279.0K | $24.57M | 6.6% | +6.3K | Added |
| 6 | Vanguard Tax-Managed Fds | 352.3K | $22.01M | 5.9% | +25.4K | Added |
| 7 | Vanguard Malvern Fds | 1.10M | $20.32M | 5.5% | −5.2K | Reduced |
| 8 | Ishares Tr | 777.8K | $19.38M | 5.2% | +94.0K | Added |
| 9 | Vanguard Index Fds | 90.2K | $18.86M | 5.1% | +1.1K | Added |
| 10 | Ishares Tr | 139.7K | $16.80M | 4.5% | +5.9K | Added |
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