Milwaukee, WICIK 11384864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
204 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 349.9K | $43.13M | 5.4% | −12.0K | Reduced |
| 2 | Vanguard Scottsdale Fds | 682.5K | $40.08M | 5.0% | −28.2K | Reduced |
| 3 | Vanguard Scottsdale Fds | 407.8K | $32.51M | 4.1% | +16.9K | Added |
| 4 | Ishares Tr |
| 138.4K |
| $29.35M |
| 3.7% |
| −10.2K |
| Reduced |
| 5 | Apple Inc | 92.8K | $25.23M | 3.2% | −6.0K | Reduced |
| 6 | Vanguard Scottsdale Fds | 291.3K | $24.40M | 3.1% | −20.4K | Reduced |
| 7 | Microsoft Corp | 48.8K | $23.61M | 3.0% | −2.1K | Reduced |
| 8 | Vanguard Index Fds | 36.2K | $22.72M | 2.9% | −337 | Reduced |
| 9 | Vanguard Scottsdale Fds | 350.1K | $20.98M | 2.6% | −24.9K | Reduced |
| 10 | Spdr Series Trust | 301.1K | $17.11M | 2.1% | −12.6K | Reduced |
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