Waukesha, WICIK 17314974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 281.4K | $192.77M | 27.0% | −8.6K | Reduced |
| 2 | Ishares Tr | 731.6K | $73.08M | 10.2% | +82.8K | Added |
| 3 | Ishares Tr | 141.6K | $67.03M | 9.4% | +2.5K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 951.8K |
| $59.46M |
| 8.3% |
| +109.9K |
| Added |
| 5 | Vanguard Index Fds | 201.6K | $52.00M | 7.3% | +2.6K | Added |
| 6 | Pimco ETF Tr | 1.59M | $42.49M | 5.9% | +120.6K | Added |
| 7 | Ishares Tr | 134.4K | $28.26M | 4.0% | +7.1K | Added |
| 8 | Vanguard Intl Equity Index F | 497.9K | $26.77M | 3.7% | +27.8K | Added |
| 9 | Spdr Series Trust | 347.3K | $20.11M | 2.8% | +28.3K | Added |
| 10 | Ishares Tr | 177.9K | $15.93M | 2.2% | +32.1K | Added |
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