Louisville, COCIK 20542634 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 | 2.38M | $94.38M | 31.7% | +885.2K | Added |
| 2 | Dimensnl Ultrashrt Fixed | 1.60M | $80.91M | 27.2% | +463.2K | Added |
| 3 | Dimensional ETF Trust | 1.06M | $40.23M | 13.5% | +535.4K | Added |
| 4 | Dimensional ETF Trust |
| 480.0K |
| $22.37M |
| 7.5% |
| +28.8K |
| Added |
| 5 | Dimensional ETF Trust | 365.4K | $17.10M | 5.8% | −11.0K | Reduced |
| 6 | Dimensional ETF Trust | 347.6K | $11.32M | 3.8% | +222.7K | Added |
| 7 | Dimensional ETF Trust | 305.1K | $10.44M | 3.5% | +304.9K | Added |
| 8 | Apple Inc | 14.3K | $3.88M | 1.3% | +101 | Added |
| 9 | Dimensional World Equity | 39.8K | $2.94M | 1.0% | +9.2K | Added |
| 10 | Dimensional ETF Trust | 42.6K | $1.39M | 0.5% | −6.8K | Reduced |
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