Chicago, ILCIK 20541084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
157 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 245.5K | $153.97M | 30.0% | +2.2K | Added |
| 2 | Invesco Exchange Traded Fd T | 218.1K | $41.78M | 8.1% | +1.4K | Added |
| 3 | Vanguard Tax-Managed Fds | 667.8K | $41.72M | 8.1% | +11.2K | Added |
| 4 | Vanguard Scottsdale Fds |
| 590.5K |
| $35.39M |
| 6.9% |
| −110.4K |
| Reduced |
| 5 | Microsoft Corp | 72.2K | $34.91M | 6.8% | −227 | Reduced |
| 6 | Wisdomtree Tr | 348.1K | $17.52M | 3.4% | −70.4K | Reduced |
| 7 | Vanguard Intl Equity Index F | 292.4K | $15.72M | 3.1% | +5.7K | Added |
| 8 | Ishares Tr | 138.6K | $13.84M | 2.7% | +2.3K | Added |
| 9 | Vanguard Index Fds | 23.7K | $7.95M | 1.5% | −1.3K | Reduced |
| 10 | Ishares Tr | 54.9K | $7.76M | 1.5% | 0 | Held |
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