Dublin, OHCIK 20664884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
130 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 414.4K | $138.94M | 25.7% | +61.2K | Added |
| 2 | Schwab Strategic Tr | 4.11M | $133.99M | 24.7% | +519.2K | Added |
| 3 | Invesco Qqq Tr | 113.5K | $69.74M | 12.9% | +16.3K | Added |
| 4 | Schwab Strategic Tr |
| 2.40M |
| $65.82M |
| 12.2% |
| +436.3K |
| Added |
| 5 | Schwab Strategic Tr | 1.57M | $44.83M | 8.3% | +239.4K | Added |
| 6 | Broadcom Inc | 18.9K | $6.56M | 1.2% | +18.9K | New |
| 7 | Microsoft Corp | 10.5K | $5.09M | 0.9% | +10.0K | Added |
| 8 | Nvidia Corporation | 26.5K | $4.94M | 0.9% | +22.3K | Added |
| 9 | Apple Inc | 14.9K | $4.05M | 0.7% | +12.9K | Added |
| 10 | Spdr S&P 500 ETF Tr | 4.0K | $2.76M | 0.5% | +4.0K | New |
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