Madison, WICIK 18444244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
207 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 401.3K | $67.39M | 12.3% | +8.3K | Added |
| 2 | Ishares Tr | 647.6K | $44.95M | 8.2% | +15.0K | Added |
| 3 | Blackrock ETF Trust II | 811.5K | $42.82M | 7.8% | +76.1K | Added |
| 4 | Blackrock ETF Trust |
| 591.1K |
| $35.94M |
| 6.6% |
| +25.4K |
| Added |
| 5 | Ishares Tr | 311.9K | $31.99M | 5.8% | +13.2K | Added |
| 6 | Ishares Tr | 34.7K | $23.73M | 4.3% | +1.0K | Added |
| 7 | Ishares Tr | 303.8K | $22.75M | 4.2% | +303.8K | New |
| 8 | Fidelity Comwlth Tr | 234.4K | $21.43M | 3.9% | −1.7K | Reduced |
| 9 | Apple Inc | 50.3K | $13.69M | 2.5% | +9.0K | Added |
| 10 | Ishares Tr | 193.8K | $12.79M | 2.3% | +2.2K | Added |
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