Dubuque, IACIK 16466954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 377.4K | $258.49M | 11.1% | +2.3K | Added |
| 2 | Schwab Strategic Tr | 6.11M | $166.33M | 7.1% | +62.3K | Added |
| 3 | Schwab Strategic Tr | 6.73M | $161.73M | 6.9% | +165.1K | Added |
| 4 | Vanguard Index Fds |
| 219.0K |
| $137.31M |
| 5.9% |
| +2.4K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 2.11M | $131.83M | 5.7% | +59.4K | Added |
| 6 | Invesco Qqq Tr | 205.4K | $126.19M | 5.4% | −3.0K | Reduced |
| 7 | Schwab Strategic Tr | 3.99M | $107.24M | 4.6% | +69.5K | Added |
| 8 | Vanguard Intl Equity Index F | 1.85M | $99.55M | 4.3% | +52.0K | Added |
| 9 | Ishares Tr | 933.4K | $93.23M | 4.0% | +55.9K | Added |
| 10 | Vanguard Scottsdale Fds | 1.16M | $92.74M | 4.0% | +58.0K | Added |
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