Pewaukee, WICIK 16585094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Admiral Fds Inc | 274.1K | $56.16M | 12.4% | +1.9K | Added |
| 2 | Vanguard Admiral Fds Inc | 101.6K | $45.19M | 10.0% | −1.2K | Reduced |
| 3 | Ishares Tr | 355.3K | $35.49M | 7.8% | +16.8K | Added |
| 4 | Fidelity Merrimack Str Tr |
| 767.5K |
| $35.33M |
| 7.8% |
| +37.2K |
| Added |
| 5 | Vanguard Index Fds | 178.8K | $31.72M | 7.0% | +2.6K | Added |
| 6 | Vanguard Index Fds | 113.4K | $24.01M | 5.3% | +1.8K | Added |
| 7 | Ishares Tr | 294.9K | $22.87M | 5.1% | +5.5K | Added |
| 8 | Ishares Tr | 319.7K | $22.83M | 5.0% | +373 | Added |
| 9 | Ishares Tr | 176.0K | $20.05M | 4.4% | +4.1K | Added |
| 10 | Spdr Series Trust | 211.4K | $19.54M | 4.3% | +3.6K | Added |
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