Bloomington, MNCIK 21100621 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
351 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 48.1K | $7.16M | 7.1% | +48.1K | New Position |
| 2 | Apple Inc | 18.4K | $5.01M | 5.0% | +18.4K | New Position |
| 3 | Schwab Strategic Tr | 99.9K | $4.52M | 4.5% | +99.9K | New Position |
| 4 | Pimco ETF Tr |
| 45.1K |
| $4.20M |
| 4.2% |
| +45.1K |
| New Position |
| 5 | Vanguard Index Fds | 6.1K | $3.83M | 3.8% | +6.1K | New Position |
| 6 | Harbor Long | 115.1K | $3.58M | 3.6% | +115.1K | New Position |
| 7 | Microsoft Corp | 7.4K | $3.57M | 3.5% | +7.4K | New Position |
| 8 | Donaldson Inc | 39.7K | $3.52M | 3.5% | +39.7K | New Position |
| 9 | Schwab Strategic Tr | 75.7K | $2.73M | 2.7% | +75.7K | New Position |
| 10 | Vanguard Tax-Managed Fds | 42.1K | $2.63M | 2.6% | +42.1K | New Position |
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