Milwaukee, WICIK 19097504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
472 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 235.8K | $79.07M | 18.4% | −4.0K | Reduced |
| 2 | Vanguard Whitehall Fds | 340.7K | $48.90M | 11.4% | −10.1K | Reduced |
| 3 | Vanguard Index Fds | 51.7K | $32.43M | 7.6% | +9.6K | Added |
| 4 | Vanguard Tax-Managed Fds |
| 517.8K |
| $32.35M |
| 7.5% |
| +82.3K |
| Added |
| 5 | Schwab Strategic Tr | 1.21M | $28.97M | 6.8% | +204.5K | Added |
| 6 | Ishares Tr | 91.9K | $11.05M | 2.6% | −17.9K | Reduced |
| 7 | Vanguard Index Fds | 36.4K | $10.56M | 2.5% | −13.6K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 13.4K | $9.14M | 2.1% | −317 | Reduced |
| 9 | Vanguard Index Fds | 32.1K | $8.96M | 2.1% | −6.2K | Reduced |
| 10 | Vanguard Scottsdale Fds | 59.0K | $5.87M | 1.4% | +58.7K | Added |
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