Cincinnati, OHCIK 20725693 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
178 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 196.3K | $134.46M | 20.7% | +5.1K | Added |
| 2 | Ishares Tr | 733.7K | $48.43M | 7.4% | +21.5K | Added |
| 3 | Apple Inc | 102.6K | $27.89M | 4.3% | +795 | Added |
| 4 | American Centy ETF Tr |
| 281.9K |
| $23.20M |
| 3.6% |
| +114.8K |
| Added |
| 5 | Microsoft Corp | 43.5K | $21.04M | 3.2% | +1.0K | Added |
| 6 | Victory Portfolios II | 415.3K | $19.67M | 3.0% | +43.3K | Added |
| 7 | Broadcom Inc | 50.2K | $17.36M | 2.7% | −75 | Reduced |
| 8 | Alphabet Inc | 55.3K | $17.31M | 2.7% | +289 | Added |
| 9 | Ishares Tr | 139.8K | $16.80M | 2.6% | +3.0K | Added |
| 10 | Schwab Strategic Tr | 519.2K | $13.62M | 2.1% | +1.6K | Added |
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