Lisle, ILCIK 20488924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
169 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 985.2K | $39.00M | 14.0% | +70.8K | Added |
| 2 | Dimensional ETF Trust | 297.2K | $21.88M | 7.8% | −5.0K | Reduced |
| 3 | Dimensional ETF Trust | 413.0K | $14.23M | 5.1% | +6.1K | Added |
| 4 | Spdr Series Trust |
| 133.9K |
| $10.74M |
| 3.8% |
| +11.4K |
| Added |
| 5 | Dimensional ETF Trust | 152.8K | $7.33M | 2.6% | +13.5K | Added |
| 6 | Dimensional ETF Trust | 211.2K | $6.91M | 2.5% | −1.2K | Reduced |
| 7 | Dimensional ETF Trust | 188.6K | $6.20M | 2.2% | +22.7K | Added |
| 8 | Dimensional ETF Trust | 81.2K | $6.02M | 2.2% | −1.5K | Reduced |
| 9 | Dimensional ETF Trust | 179.7K | $5.94M | 2.1% | +3.2K | Added |
| 10 | Apple Inc | 21.8K | $5.91M | 2.1% | −961 | Reduced |
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