Middleton, WICIK 19670184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 525.9K | $39.47M | 9.6% | −2.2K | Reduced |
| 2 | Schwab Strategic Tr | 1.01M | $33.09M | 8.0% | −21.2K | Reduced |
| 3 | Schwab Strategic Tr | 1.02M | $27.42M | 6.6% | −1.2K | Reduced |
| 4 | Vanguard Index Fds |
| 41.4K |
| $20.20M |
| 4.9% |
| −655 |
| Reduced |
| 5 | Fidelity Covington Trust | 319.8K | $18.13M | 4.4% | −3.7K | Reduced |
| 6 | Schwab Strategic Tr | 541.4K | $14.20M | 3.4% | −22.9K | Reduced |
| 7 | Fidelity Merrimack Str Tr | 275.9K | $12.70M | 3.1% | +13.1K | Added |
| 8 | J P Morgan Exchange Traded F | 238.3K | $11.28M | 2.7% | +5.9K | Added |
| 9 | Ishares Tr | 16.1K | $11.02M | 2.7% | +1.3K | Added |
| 10 | Vanguard Whitehall Fds | 75.4K | $10.82M | 2.6% | −459 | Reduced |
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