Olney, ILCIK 21072561 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
139 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 72.0K | $45.13M | 18.8% | +72.0K | New Position |
| 2 | Vanguard Tax-Managed Fds | 384.6K | $24.03M | 10.0% | +384.6K | New Position |
| 3 | Invesco Qqq Tr | 34.6K | $21.26M | 8.9% | +34.6K | New Position |
| 4 |
| Ishares Tr |
| 118.0K |
| $13.00M |
| 5.4% |
| +118.0K |
| New Position |
| 5 | J P Morgan Exchange Traded F | 251.6K | $12.85M | 5.4% | +251.6K | New Position |
| 6 | Ishares Tr | 195.7K | $10.30M | 4.3% | +195.7K | New Position |
| 7 | Franklin Templeton ETF Tr | 182.6K | $10.27M | 4.3% | +182.6K | New Position |
| 8 | Apple Inc | 37.0K | $10.05M | 4.2% | +37.0K | New Position |
| 9 | Abbvie Inc | 30.7K | $7.02M | 2.9% | +30.7K | New Position |
| 10 | Ishares Tr | 58.1K | $6.98M | 2.9% | +58.1K | New Position |
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