Indianapolis, INCIK 20584464 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 | Pgim Rock ETF Tr | 629.3K | $18.39M | 10.1% | +17.7K | Added |
| 2 | Vanguard Scottsdale Fds | 121.9K | $7.30M | 4.0% | +7.6K | Added |
| 3 | Vanguard Scottsdale Fds | 87.2K | $7.30M | 4.0% | +5.0K | Added |
| 4 | Nvidia Corporation |
| 37.1K |
| $6.91M |
| 3.8% |
| +2.0K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 98.1K | $6.13M | 3.4% | +10.4K | Added |
| 6 | Apple Inc | 21.2K | $5.76M | 3.1% | +1.6K | Added |
| 7 | Schwab Strategic Tr | 119.8K | $5.46M | 3.0% | +5.8K | Added |
| 8 | Alphabet Inc | 16.8K | $5.26M | 2.9% | −750 | Reduced |
| 9 | Amazon Com Inc | 19.7K | $4.54M | 2.5% | −283 | Reduced |
| 10 | Vanguard Charlotte Fds | 89.8K | $4.34M | 2.4% | +3.6K | Added |
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