Madison, WICIK 18308234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
190 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 343.0K | $34.26M | 16.0% | −66.3K | Reduced |
| 2 | Schwab Strategic Tr | 1.09M | $29.85M | 13.9% | +108.4K | Added |
| 3 | Schwab Strategic Tr | 804.3K | $19.34M | 9.0% | +60.5K | Added |
| 4 | Vanguard Bd Index Fds |
| 193.0K |
| $15.21M |
| 7.1% |
| +15.6K |
| Added |
| 5 | Schwab Us Mid-Cap Index | 866.7K | $12.47M | 5.8% | −62.8K | Reduced |
| 6 | Vanguard Scottsdale Fds | 252.0K | $11.87M | 5.5% | +252.0K | New |
| 7 | Ishares Tr | 92.6K | $11.13M | 5.2% | −3.7K | Reduced |
| 8 | Ishares Tr | 66.0K | $9.20M | 4.3% | −192 | Reduced |
| 9 | Janus Detroit Str Tr | 171.7K | $8.69M | 4.0% | +48.4K | Added |
| 10 | Ishares Tr | 133.9K | $6.41M | 3.0% | −37.4K | Reduced |
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