Independence, OHCIK 20488854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
145 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Comwlth Tr | 248.2K | $22.68M | 6.1% | −1.8K | Reduced |
| 2 | Innovator Etfs Trust | 392.6K | $19.57M | 5.2% | +8.0K | Added |
| 3 | Ishares Tr | 435.9K | $18.03M | 4.8% | −16.8K | Reduced |
| 4 | Invesco Exchange Traded Fd T |
| 88.9K |
| $17.03M |
| 4.5% |
| +4.3K |
| Added |
| 5 | Invesco Exchange Traded Fd T | 325.7K | $14.82M | 4.0% | −2.2K | Reduced |
| 6 | Fidelity Covington Trust | 254.3K | $13.57M | 3.6% | +4.9K | Added |
| 7 | Ishares Tr | 115.5K | $11.82M | 3.2% | −4.7K | Reduced |
| 8 | Alps ETF Tr | 387.0K | $10.09M | 2.7% | −74.6K | Reduced |
| 9 | Ishares Tr | 67.0K | $9.96M | 2.7% | −667 | Reduced |
| 10 | Ishares Inc | 135.4K | $9.84M | 2.6% | −5.1K | Reduced |
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