Winona Lake, INCIK 7647394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
414 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 6.61M | $251.85M | 25.9% | −87.9K | Reduced |
| 2 | Wisdomtree Tr | 2.44M | $107.41M | 11.0% | +5.6K | Added |
| 3 | Vanguard Index Fds | 559.1K | $99.17M | 10.2% | +11.6K | Added |
| 4 | Vanguard Index Fds |
| 255.6K |
| $85.70M |
| 8.8% |
| +3.0K |
| Added |
| 5 | Ishares Tr | 3.55M | $81.83M | 8.4% | +64.7K | Added |
| 6 | Schwab Strategic Tr | 1.19M | $31.27M | 3.2% | +167.2K | Added |
| 7 | Vanguard Star Fds | 207.4K | $15.65M | 1.6% | −21.2K | Reduced |
| 8 | Apple Inc | 49.6K | $13.48M | 1.4% | +382 | Added |
| 9 | Dow Inc | 548.5K | $12.83M | 1.3% | −1.6K | Reduced |
| 10 | Nvidia Corporation | 63.8K | $11.89M | 1.2% | +1.4K | Added |
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