Appleton, WICIK 19044774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
151 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 203.6K | $13.65M | 6.3% | +10.7K | Added |
| 2 | Ishares Tr | 84.5K | $12.57M | 5.8% | +29.7K | Added |
| 3 | Vanguard Index Fds | 30.0K | $10.07M | 4.6% | +1.8K | Added |
| 4 | Nvidia Corporation |
| 48.0K |
| $8.95M |
| 4.1% |
| −203 |
| Reduced |
| 5 | Pacer Fds Tr | 128.9K | $7.76M | 3.6% | +52.9K | Added |
| 6 | New York Life Investments Et | 229.5K | $7.69M | 3.5% | +9.3K | Added |
| 7 | Invesco Exchange Traded Fd T | 94.8K | $7.11M | 3.3% | +53.0K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 58.9K | $7.03M | 3.2% | +30.2K | Added |
| 9 | Ishares Tr | 59.8K | $5.74M | 2.6% | +23.0K | Added |
| 10 | Ishares Tr | 33.2K | $5.58M | 2.6% | −12.9K | Reduced |
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