Dayton, OHCIK 21123701 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
315 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 436.0K | $11.96M | 11.8% | +436.0K | New Position |
| 2 | Schwab Strategic Tr | 304.3K | $9.15M | 9.0% | +304.3K | New Position |
| 3 | Schwab Strategic Tr | 305.5K | $8.22M | 8.1% | +305.5K | New Position |
| 4 |
| Ishares Tr |
| 142.0K |
| $7.22M |
| 7.1% |
| +142.0K |
| New Position |
| 5 | Schwab Strategic Tr | 242.6K | $6.91M | 6.8% | +242.6K | New Position |
| 6 | Apple Inc | 16.9K | $4.61M | 4.5% | +16.9K | New Position |
| 7 | Schwab Strategic Tr | 138.2K | $4.51M | 4.4% | +138.2K | New Position |
| 8 | Jpmorgan Chase & Co. | 13.5K | $4.36M | 4.3% | +13.5K | New Position |
| 9 | Spdr Series Trust | 143.0K | $3.62M | 3.6% | +143.0K | New Position |
| 10 | Vanguard Index Fds | 17.4K | $3.09M | 3.0% | +17.4K | New Position |
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