O'Fallon, ILCIK 20789949 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 176.2K | $33.66M | 15.1% | +3.8K | Added |
| 2 | Vanguard Index Fds | 67.5K | $32.91M | 14.8% | −1.4K | Reduced |
| 3 | Ishares Tr | 175.3K | $21.07M | 9.5% | +2.4K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 283.9K |
| $17.73M |
| 8.0% |
| +200 |
| Added |
| 5 | Vanguard Bd Index Fds | 213.9K | $16.66M | 7.5% | +11.6K | Added |
| 6 | Vanguard Index Fds | 175.4K | $15.52M | 7.0% | +8.0K | Added |
| 7 | Dimensional ETF Trust | 388.5K | $13.39M | 6.0% | +169.1K | Added |
| 8 | Vanguard Index Fds | 16.7K | $10.50M | 4.7% | +320 | Added |
| 9 | Dimensional ETF Trust | 187.4K | $8.99M | 4.0% | +15.3K | Added |
| 10 | Schwab Strategic Tr | 280.8K | $7.44M | 3.3% | +19.8K | Added |
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