Loveland, OHCIK 20665245 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 14.8K | $7.24M | 6.6% | −399 | Reduced |
| 2 | Vanguard Specialized Funds | 24.4K | $5.36M | 4.9% | +305 | Added |
| 3 | Ishares Tr | 7.4K | $5.05M | 4.6% | −407 | Reduced |
| 4 | Vanguard Index Fds |
| 15.6K |
| $4.90M |
| 4.5% |
| −822 |
| Reduced |
| 5 | Vanguard Bd Index Fds | 53.5K | $4.21M | 3.8% | +6.3K | Added |
| 6 | Vanguard Whitehall Fds | 28.8K | $4.13M | 3.8% | +95 | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 179.4K | $3.70M | 3.4% | +6.5K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 185.3K | $3.66M | 3.3% | +9.1K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 182.3K | $3.57M | 3.3% | +11.0K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 183.4K | $3.46M | 3.1% | +2.4K | Added |
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