Dubuque, IACIK 10054414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
437 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 14.89M | $485.73M | 13.6% | −123.8K | Reduced |
| 2 | Schwab Strategic Tr | 10.19M | $301.66M | 8.4% | +108.1K | Added |
| 3 | Schwab Strategic Tr | 10.11M | $277.21M | 7.8% | +366.5K | Added |
| 4 | Schwab Strategic Tr |
| 7.45M |
| $174.04M |
| 4.9% |
| +264.3K |
| Added |
| 5 | Schwab Strategic Tr | 7.20M | $173.05M | 4.8% | +521.2K | Added |
| 6 | J P Morgan Exchange Traded F | 2.33M | $113.46M | 3.2% | +78.6K | Added |
| 7 | Spdr Series Trust | 4.19M | $110.94M | 3.1% | +162.7K | Added |
| 8 | American Centy ETF Tr | 858.8K | $87.58M | 2.4% | +27.0K | Added |
| 9 | American Centy ETF Tr | 1.11M | $85.41M | 2.4% | +58.3K | Added |
| 10 | Spdr Index Shs Fds | 2.26M | $81.34M | 2.3% | −101.4K | Reduced |
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