Boise, IDCIK 20659744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.27M | $78.18M | 19.4% | +60.5K | Added |
| 2 | Ishares Tr | 627.5K | $62.99M | 15.6% | −51.2K | Reduced |
| 3 | Dimensional ETF Trust | 1.38M | $54.45M | 13.5% | +77.2K | Added |
| 4 | Dimensional ETF Trust |
| 749.0K |
| $31.88M |
| 7.9% |
| +60.0K |
| Added |
| 5 | Dimensional ETF Trust | 292.8K | $17.44M | 4.3% | −2.0K | Reduced |
| 6 | Dimensional ETF Trust | 524.9K | $17.36M | 4.3% | +18.5K | Added |
| 7 | Dimensional ETF Trust | 220.8K | $15.38M | 3.8% | −1.3K | Reduced |
| 8 | Dimensional ETF Trust | 541.0K | $14.29M | 3.5% | +40.8K | Added |
| 9 | Us Bancorp Del | 215.1K | $11.48M | 2.8% | −20.9K | Reduced |
| 10 | Dimensional ETF Trust | 276.3K | $9.09M | 2.3% | +15.8K | Added |
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