Madison, CTCIK 17662864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
134 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 35.9K | $17.53M | 7.7% | +80 | Added |
| 2 | Vanguard Whitehall Fds | 111.9K | $16.06M | 7.0% | +3.2K | Added |
| 3 | Apple Inc | 32.3K | $8.79M | 3.8% | −355 | Reduced |
| 4 | Vanguard Index Fds |
| 31.9K |
| $8.22M |
| 3.6% |
| +133 |
| Added |
| 5 | Vanguard Specialized Funds | 27.1K | $5.95M | 2.6% | −972 | Reduced |
| 6 | Palantir Technologies Inc | 32.3K | $5.73M | 2.5% | −174 | Reduced |
| 7 | Invesco Exch Trd Slf Idx Fd | 278.4K | $5.50M | 2.4% | +25.6K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 280.7K | $5.50M | 2.4% | +22.7K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 260.5K | $5.37M | 2.3% | +23.6K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 275.4K | $5.19M | 2.3% | +62.6K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio