Chicago, ILCIK 20426174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 171.2K | $15.32M | 19.6% | −5.3K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 20.4K | $13.90M | 17.8% | +4.0K | Added |
| 3 | Neuberger Berman ETF Trust | 462.4K | $12.61M | 16.1% | 0 | Held |
| 4 | Vanguard Index Fds |
| 46.6K |
| $9.74M |
| 12.5% |
| +129 |
| Added |
| 5 | Ishares Tr | 62.5K | $6.25M | 8.0% | 0 | Held |
| 6 | Vanguard Bd Index Fds | 73.7K | $5.81M | 7.4% | 0 | Held |
| 7 | Vanguard Index Fds | 18.5K | $5.36M | 6.9% | −1.2K | Reduced |
| 8 | Vanguard Index Fds | 6.7K | $2.26M | 2.9% | −11.3K | Reduced |
| 9 | Ishares Tr | 26.6K | $1.22M | 1.6% | +26.6K | New |
| 10 | Spdr Index Shs Fds | 22.7K | $1.15M | 1.5% | +340 | Added |
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