Cleveland, OHCIK 8427754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,724 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.17M | $733.95M | 9.3% | +1.17M | New |
| 2 | Ishares Tr | 432.9K | $296.51M | 3.7% | −4.6K | Reduced |
| 3 | Apple Inc | 987.4K | $268.44M | 3.4% | +24.2K | Added |
| 4 | Ishares Tr |
| 547.8K |
| $259.26M |
| 3.3% |
| −5.2K |
| Reduced |
| 5 | Vanguard Index Fds | 701.6K | $203.62M | 2.6% | +4.5K | Added |
| 6 | Microsoft Corp | 329.7K | $159.43M | 2.0% | +16.5K | Added |
| 7 | Vanguard Index Fds | 546.4K | $140.95M | 1.8% | +5.2K | Added |
| 8 | Spdr Index Shs Fds | 3.04M | $135.09M | 1.7% | +91.3K | Added |
| 9 | Vanguard Index Fds | 694.3K | $132.61M | 1.7% | +13.5K | Added |
| 10 | Invesco Exchange Traded Fd T | 681.3K | $130.51M | 1.6% | +75.3K | Added |
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