Naperville, ILCIK 20228434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 139.1K | $94.82M | 46.7% | +134 | Added |
| 2 | T Rowe Price ETF Inc | 183.0K | $7.00M | 3.4% | +30.4K | Added |
| 3 | Ssga Active ETF Tr | 166.0K | $6.68M | 3.3% | +18.8K | Added |
| 4 | Ishares Tr |
| 72.1K |
| $6.29M |
| 3.1% |
| +2.2K |
| Added |
| 5 | Apple Inc | 15.8K | $4.30M | 2.1% | +326 | Added |
| 6 | Amazon Com Inc | 18.4K | $4.26M | 2.1% | +7.0K | Added |
| 7 | Dimensional ETF Trust | 123.5K | $4.06M | 2.0% | +48.9K | Added |
| 8 | Alphabet Inc | 12.8K | $4.01M | 2.0% | +8.3K | Added |
| 9 | Alibaba Group Hldg Ltd | 24.3K | $3.56M | 1.8% | +4.2K | Added |
| 10 | Unitedhealth Group Inc | 8.7K | $2.87M | 1.4% | +358 | Added |
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