Waukesha, WICIK 19357954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
102 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 918.6K | $42.29M | 8.4% | +80.9K | Added |
| 2 | Columbia ETF Tr I | 1.01M | $41.10M | 8.2% | +80.4K | Added |
| 3 | Putnam ETF Trust | 795.9K | $36.27M | 7.2% | +71.9K | Added |
| 4 | Spdr Series Trust |
| 310.6K |
| $33.15M |
| 6.6% |
| +25.5K |
| Added |
| 5 | Janus Detroit Str Tr | 636.9K | $32.21M | 6.4% | +57.1K | Added |
| 6 | Ishares Tr | 223.4K | $31.61M | 6.3% | +19.2K | Added |
| 7 | Two Rds Shared Tr | 3.33M | $31.32M | 6.2% | +247.7K | Added |
| 8 | Ishares Tr | 472.3K | $31.17M | 6.2% | +44.8K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 472.9K | $26.28M | 5.2% | +55.5K | Added |
| 10 | Pimco ETF Tr | 888.0K | $23.69M | 4.7% | +70.9K | Added |
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