Milwaukee, WICIK 19727504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 292.9K | $92.22M | 22.0% | −3.7K | Reduced |
| 2 | Vanguard Index Fds | 172.3K | $44.45M | 10.6% | +1.9K | Added |
| 3 | Vanguard Intl Equity Index F | 563.9K | $41.48M | 9.9% | −2.8K | Reduced |
| 4 | Vanguard Scottsdale Fds |
| 470.8K |
| $39.43M |
| 9.4% |
| +13.6K |
| Added |
| 5 | Vanguard Scottsdale Fds | 616.4K | $36.94M | 8.8% | +25.6K | Added |
| 6 | Dimensional ETF Trust | 799.2K | $31.64M | 7.5% | −1.6K | Reduced |
| 7 | Vanguard Charlotte Fds | 574.5K | $27.76M | 6.6% | +21.1K | Added |
| 8 | Dimensional ETF Trust | 497.8K | $26.91M | 6.4% | +19.1K | Added |
| 9 | Dimensional ETF Trust | 689.7K | $22.57M | 5.4% | −5.5K | Reduced |
| 10 | Vanguard Bd Index Fds | 236.9K | $18.67M | 4.4% | +8.8K | Added |
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