Dublin, OHCIK 8386184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
553 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 1.77M | $110.58M | 7.4% | −821 | Reduced |
| 2 | Ishares Tr | 150.2K | $102.87M | 6.9% | −784 | Reduced |
| 3 | Ishares Tr | 790.5K | $78.96M | 5.3% | +29.6K | Added |
| 4 | Vanguard Index Fds |
| 227.8K |
| $66.11M |
| 4.4% |
| +3.9K |
| Added |
| 5 | American Centy ETF Tr | 601.9K | $61.38M | 4.1% | +18.5K | Added |
| 6 | Vanguard Specialized Funds | 277.8K | $61.06M | 4.1% | +1.8K | Added |
| 7 | Vanguard Intl Equity Index F | 1.04M | $55.96M | 3.7% | −4.2K | Reduced |
| 8 | Vanguard Charlotte Fds | 951.9K | $45.99M | 3.1% | +23.4K | Added |
| 9 | Ishares Tr | 729.4K | $38.57M | 2.6% | −17.5K | Reduced |
| 10 | Ishares Tr | 1.53M | $38.26M | 2.6% | +62.9K | Added |
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