Appleton, WICIK 18041164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
86 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 86.2K | $28.89M | 20.4% | +2.0K | Added |
| 2 | Ishares Tr | 196.3K | $13.63M | 9.6% | +4.7K | Added |
| 3 | Fidelity Covington Trust | 397.7K | $12.20M | 8.6% | +6.6K | Added |
| 4 | Ishares Tr |
| 244.1K |
| $5.58M |
| 4.0% |
| −3.4K |
| Reduced |
| 5 | Schwab Strategic Tr | 184.9K | $4.45M | 3.1% | +25.8K | Added |
| 6 | American Centy ETF Tr | 46.3K | $4.35M | 3.1% | +19.3K | Added |
| 7 | Dimensional ETF Trust | 108.0K | $4.28M | 3.0% | −7.1K | Reduced |
| 8 | Sprott Physical Gold Etv | 120.9K | $3.99M | 2.8% | +15.9K | Added |
| 9 | J P Morgan Exchange Traded F | 72.3K | $3.43M | 2.4% | +72.3K | New |
| 10 | Proshares Tr | 40.4K | $3.40M | 2.4% | +742 | Added |
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