Wauwatosa, WICIK 16970244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 263.5K | $23.57M | 15.8% | −4.2K | Reduced |
| 2 | Ishares Tr | 23.5K | $16.13M | 10.8% | −257 | Reduced |
| 3 | Vanguard Bd Index Fds | 152.2K | $11.27M | 7.5% | +1.8K | Added |
| 4 | Ishares Tr |
| 51.9K |
| $11.01M |
| 7.4% |
| −740 |
| Reduced |
| 5 | Ishares Tr | 89.0K | $10.96M | 7.3% | −55 | Reduced |
| 6 | Ishares Tr | 93.7K | $9.08M | 6.1% | −233 | Reduced |
| 7 | Ishares Inc | 123.7K | $8.32M | 5.6% | −12.4K | Reduced |
| 8 | Vanguard Tax-Managed Fds | 103.0K | $6.44M | 4.3% | +894 | Added |
| 9 | Ishares Tr | 44.4K | $5.85M | 3.9% | +162 | Added |
| 10 | Ishares Tr | 23.5K | $4.94M | 3.3% | −103 | Reduced |
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