Copley, OHCIK 20693375 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 39.9K | $25.01M | 19.1% | +343 | Added |
| 2 | Vanguard Tax-Managed Fds | 334.3K | $20.89M | 15.9% | +8.7K | Added |
| 3 | Blackrock ETF Trust II | 205.5K | $10.85M | 8.3% | +39.2K | Added |
| 4 | Invesco Exchange Traded Fd T |
| 34.6K |
| $6.64M |
| 5.1% |
| +1.1K |
| Added |
| 5 | Vanguard Index Fds | 24.0K | $6.19M | 4.7% | +1.4K | Added |
| 6 | Schwab Strategic Tr | 173.9K | $4.77M | 3.6% | +16.4K | Added |
| 7 | Vanguard Intl Equity Index F | 82.4K | $4.43M | 3.4% | +1.8K | Added |
| 8 | Vanguard Bd Index Fds | 52.6K | $4.14M | 3.2% | −14.5K | Reduced |
| 9 | Vanguard Index Fds | 11.5K | $3.86M | 2.9% | −45 | Reduced |
| 10 | Ishares Tr | 34.5K | $3.68M | 2.8% | +492 | Added |
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