Dublin, OHCIK 20358834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 830.5K | $27.09M | 9.4% | +25.8K | Added |
| 2 | Schwab Strategic Tr | 548.3K | $24.79M | 8.6% | +36.5K | Added |
| 3 | Ishares Tr | 122.8K | $24.38M | 8.5% | −2.9K | Reduced |
| 4 | Spdr Series Trust |
| 266.6K |
| $21.39M |
| 7.4% |
| +13.8K |
| Added |
| 5 | Schwab Strategic Tr | 680.3K | $20.14M | 7.0% | +30.7K | Added |
| 6 | Vanguard Index Fds | 36.2K | $17.65M | 6.1% | −685 | Reduced |
| 7 | Vanguard Malvern Fds | 215.1K | $16.76M | 5.8% | +32.6K | Added |
| 8 | Vanguard Whitehall Fds | 162.2K | $14.83M | 5.1% | −2.3K | Reduced |
| 9 | Vanguard Index Fds | 57.7K | $11.02M | 3.8% | +218 | Added |
| 10 | Ishares Inc | 118.1K | $7.94M | 2.8% | +22.6K | Added |
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