Milwaukee, WICIK 15696674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
239 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 758.3K | $75.74M | 9.8% | +76.3K | Added |
| 2 | Schwab Strategic Tr | 2.59M | $62.17M | 8.1% | +431.3K | Added |
| 3 | Spdr Series Trust | 538.8K | $57.49M | 7.5% | +34.6K | Added |
| 4 | Vanguard Index Fds |
| 276.5K |
| $52.81M |
| 6.9% |
| +16.6K |
| Added |
| 5 | Invesco Exchange Traded Fd T | 227.7K | $43.62M | 5.7% | +27.8K | Added |
| 6 | Spdr Series Trust | 483.0K | $27.97M | 3.6% | +44.7K | Added |
| 7 | Ishares Tr | 233.5K | $25.07M | 3.3% | +14.0K | Added |
| 8 | Spdr Series Trust | 489.9K | $22.96M | 3.0% | +23.6K | Added |
| 9 | Alphabet Inc | 70.6K | $22.15M | 2.9% | +106 | Added |
| 10 | Ishares Tr | 25.6K | $17.56M | 2.3% | −289 | Reduced |
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