Dubuque, IACIK 18467894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 671.1K | $55.49M | 21.5% | +1.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 612.1K | $38.68M | 15.0% | +9.8K | Added |
| 3 | Schwab Strategic Tr | 657.5K | $18.23M | 7.1% | +27.5K | Added |
| 4 | Spdr Series Trust |
| 694.6K |
| $17.88M |
| 6.9% |
| +18.9K |
| Added |
| 5 | Ishares Tr | 301.3K | $14.42M | 5.6% | +12.5K | Added |
| 6 | First Tr Exchange-Traded Fd | 250.1K | $12.49M | 4.8% | +7.4K | Added |
| 7 | Vanguard Charlotte Fds | 249.9K | $12.07M | 4.7% | +3.9K | Added |
| 8 | Invesco Qqq Tr | 17.7K | $10.86M | 4.2% | +480 | Added |
| 9 | First Tr Exchange Traded Fd | 145.1K | $10.18M | 3.9% | +2.9K | Added |
| 10 | Ishares Tr | 92.6K | $9.93M | 3.8% | −1.3K | Reduced |
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