Madison, WICIK 19550914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.28M | $42.40M | 11.6% | +9.1K | Added |
| 2 | Dimensional ETF Trust | 1.11M | $38.13M | 10.4% | +43.1K | Added |
| 3 | Dimensional ETF Trust | 934.0K | $31.95M | 8.7% | −5.1K | Reduced |
| 4 | Dimensional ETF Trust |
| 528.0K |
| $31.44M |
| 8.6% |
| −719 |
| Reduced |
| 5 | Vanguard Index Fds | 45.7K | $28.67M | 7.8% | +797 | Added |
| 6 | Pimco ETF Tr | 891.0K | $23.77M | 6.5% | +43.6K | Added |
| 7 | Fidelity Merrimack Str Tr | 496.3K | $22.85M | 6.2% | +21.1K | Added |
| 8 | Dimensional ETF Trust | 254.1K | $17.70M | 4.8% | +4.0K | Added |
| 9 | Dimensional ETF Trust | 321.5K | $16.04M | 4.4% | −1.8K | Reduced |
| 10 | Vanguard Index Fds | 54.9K | $15.94M | 4.3% | +2.0K | Added |
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