Read one actual disclosure before using it
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| United Health Group Inc | UNH | COM | $16,126,444 | 38,800 | SH | None |
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First displayed source row from Disclosed positions. The full bounded history and coverage notes remain below.
The displayed observation date is 2026-06-30 and its public availability date is 2026-07-31. Subtracting those calendar dates gives 31 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.
Read the amount together with its Unit and Option columns. A reported put or call position is not an option premium paid, and a quarterly holding is not a purchase made on its public filing date. Check every accession in the effective amendment lineage below: a retained holding can originate in an earlier filing rather than the latest linked amendment.
Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.
Disclosed positions
Inspect all 50 displayed rows: Disclosed positions
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| United Health Group Inc | UNH | COM | $16,126,444 | 38,800 | SH | None |
| IShares Core S&P 500 ETF | IVV | CORE S&P500 ETF | $6,666,619 | 8,902 | SH | None |
| Apple Inc | AAPL | COM | $6,224,134 | 21,510 | SH | None |
| Vanguard Total Stock Market ETF | VTI | TOTAL STK MKT | $6,041,273 | 16,326 | SH | None |
| US Bancorp | USB | COM NEW | $4,918,070 | 81,425 | SH | None |
| Exxon Mobil Corporation Common Stock | XOM | COM | $4,197,988 | 30,705 | SH | None |
| Vanguard FTSE Developed Markets ETF | VEA | VAN FTSE DEV MKT | $3,416,651 | 47,953 | SH | None |
| Wal-Mart Stores Inc | WMT | COM | $3,003,542 | 26,519 | SH | None |
| Vicor Corp Common Stock | VICR | COM | $2,316,658 | 6,100 | SH | None |
| Microsoft Corp Common Stock | MSFT | COM | $2,084,063 | 5,587 | SH | None |
| Johnson & Johnson Common Stock | JNJ | COM | $2,037,093 | 8,021 | SH | None |
| Caterpillar Inc | CAT | COM | $1,961,546 | 1,842 | SH | None |
| 3M Company | MMM | COM | $1,947,777 | 12,030 | SH | None |
| Invesco QQQ Trust Series 1 ETF | QQQ | UNIT SER 1 | $1,820,381 | 2,472 | SH | None |
| IShares Core MSCI EAFE ETF | IEFA | CORE MSCI EAFE | $1,698,263 | 17,584 | SH | None |
| IShares Trust Russell 1000 Growth ETF | IWF | RUS 1000 GRW ETF | $1,653,944 | 13,320 | SH | None |
| IShares MSCI Emerging Market Index ETF | EEM | MSCI EMG MKT ETF | $1,414,856 | 20,682 | SH | None |
| IShares Russell 2000 Growth ETF | IWO | RUS 2000 GRW ETF | $1,391,073 | 3,531 | SH | None |
| Target Inc | TGT | COM | $1,390,082 | 10,643 | SH | None |
| State Street Technology Select Sector SPDR ETF | XLK | ST STR TECHN ETF | $1,252,478 | 6,574 | SH | None |
| Vanguard Dividend Appreciation ETF | VIG | DIV APP ETF | $1,243,201 | 5,254 | SH | None |
| Xcel Energy Inc | XEL | COM | $1,158,729 | 14,430 | SH | None |
| IShares S&P Mid Cap 400 Index Fund ETF | IJH | CORE S&P MCP ETF | $1,076,070 | 13,955 | SH | None |
| Vanguard Information Technology Index Fund ETF | VGT | INF TECH ETF | $1,056,557 | 8,840 | SH | None |
| Vanguard Total International Stock Index Fund ETF | VXUS | VG TL INTL STK F | $1,041,354 | 12,181 | SH | None |
| Nextera Energy Inc | NEE | COM | $997,418 | 11,364 | SH | None |
| JPMorgan Chase & Co | JPM | COM | $959,077 | 2,930 | SH | None |
| AbbVie Inc | ABBV | COM | $942,895 | 3,747 | SH | None |
| Vanguard Emerging Mkt ETF | VWO | FTSE EMR MKT ETF | $922,688 | 15,458 | SH | None |
| Wells Fargo Co | WFC | COM | $907,883 | 10,986 | SH | None |
| IShares Russell Mid-Cap Growth ETF | IWP | RUS MD CP GR ETF | $901,300 | 6,156 | SH | None |
| State Street SPDR S&P 500 ETF Trust | SPY | TR UNIT | $849,824 | 1,138 | SH | None |
| Coca Cola Co | KO | COM | $796,121 | 9,796 | SH | None |
| Vanguard High Div Yield ETF | VYM | HIGH DIV YLD | $768,500 | 4,863 | SH | None |
| IShares MSCI EAFE Growth Index Fund ETF | EFG | EAFE GRWTH ETF | $746,147 | 5,997 | SH | None |
| State Street Health Care Select Sector SPDR ETF | XLV | ST STR CARE ETF | $730,471 | 4,604 | SH | None |
| IShares Core S&P Small Cap ETF | IJR | CORE S&P SCP ETF | $716,634 | 4,832 | SH | None |
| Alphabet Inc Class C | GOOG | CAP STK CL C | $713,020 | 2,018 | SH | None |
| Cisco Systems, Inc. Common Stock | CSCO | COM | $711,573 | 6,058 | SH | None |
| State Street SPDR S&P Global Natural Resources ETF | GNR | ST STR NAT ETF | $708,101 | 10,520 | SH | None |
| Mairs and Power Minnesota Municipal Bond ETF | MINN | MAIRS & PWR MINN | $665,535 | 29,718 | SH | None |
| Berkshire Hathaway Inc Cl B | BRK.B | CL B NEW | $652,509 | 1,304 | SH | None |
| Automatic Data Processing Inc | ADP | COM | $642,289 | 2,868 | SH | None |
| Vanguard 500 Index Fund S&P ETF | VOO | S&P 500 ETF SHS | $629,805 | 917 | SH | None |
| Piper Sandler Companies Common | PIPR | COM NEW | $602,158 | 8,324 | SH | None |
| Ball Corp | BALL | COM | $564,096 | 9,040 | SH | None |
| Costco Wholesale Corp | COST | COM | $515,444 | 551 | SH | None |
| Otter Tail Power Co | OTTR | COM | $485,982 | 5,401 | SH | None |
| Enterprise Products Partners LP | EPD | COM | $481,556 | 13,100 | SH | None |
| Pepsico Inc | PEP | COM | $479,045 | 3,538 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
The displayed holdings combine the effective filing versions listed here. The latest receipt linked below identifies the current projection version; it is not proof that every retained holding originated in that latest amendment. Inspect all effective accessions when verifying a position's source.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
| Effective SEC accession | Role in this view |
|---|---|
| 0001140361-26-030232 | Latest effective version |
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Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.