Appleton, WICIK 19648194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
190 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.74M | $148.24M | 19.9% | +34.7K | Added |
| 2 | Ishares Tr | 643.9K | $66.02M | 8.9% | +18.7K | Added |
| 3 | American Centy ETF Tr | 515.6K | $57.63M | 7.8% | +11.7K | Added |
| 4 | Schwab Strategic Tr |
| 2.12M |
| $57.05M |
| 7.7% |
| +31.2K |
| Added |
| 5 | Fidelity Merrimack Str Tr | 1.02M | $46.84M | 6.3% | +31.3K | Added |
| 6 | Dimensional ETF Trust | 732.6K | $36.56M | 4.9% | +8.1K | Added |
| 7 | Capital Grp Fixed Incm ETF T | 1.38M | $31.27M | 4.2% | +45.5K | Added |
| 8 | Capital Group Intl Focus Eqt | 732.7K | $21.65M | 2.9% | +23.0K | Added |
| 9 | Fidelity Covington Trust | 285.5K | $21.21M | 2.9% | +6.5K | Added |
| 10 | Ishares Inc | 221.8K | $14.91M | 2.0% | +7.1K | Added |
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