Chicago, ILCIK 20558164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
166 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 540.0K | $25.16M | 5.4% | +84.3K | Added |
| 2 | Dimensional ETF Trust | 392.7K | $19.59M | 4.2% | +27.0K | Added |
| 3 | Dimensional ETF Trust | 254.4K | $17.72M | 3.8% | +21.7K | Added |
| 4 | Vanguard Bd Index Fds |
| 217.7K |
| $17.15M |
| 3.7% |
| +34.3K |
| Added |
| 5 | Spdr S&P 500 ETF Tr | 24.0K | $16.39M | 3.5% | +671 | Added |
| 6 | Dimensional ETF Trust | 312.5K | $14.98M | 3.2% | +33.2K | Added |
| 7 | Vanguard Index Fds | 22.7K | $14.23M | 3.1% | +4.7K | Added |
| 8 | Vanguard Scottsdale Fds | 155.8K | $12.42M | 2.7% | +16.6K | Added |
| 9 | Vanguard Star Fds | 153.1K | $11.55M | 2.5% | +29.0K | Added |
| 10 | Ishares Tr | 201.4K | $9.82M | 2.1% | +29.7K | Added |
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