Milwaukee, WICIK 19873214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 141.8K | $97.16M | 27.8% | +2.7K | Added |
| 2 | Ishares Tr | 386.4K | $46.43M | 13.3% | +9.5K | Added |
| 3 | Ishares Tr | 427.2K | $28.20M | 8.1% | −2.3K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 303.4K |
| $18.95M |
| 5.4% |
| +4.4K |
| Added |
| 5 | Vanguard Intl Equity Index F | 248.0K | $13.33M | 3.8% | +1.6K | Added |
| 6 | Invesco Qqq Tr | 15.7K | $9.66M | 2.8% | +169 | Added |
| 7 | Schwab Strategic Tr | 282.7K | $7.61M | 2.2% | −3.0K | Reduced |
| 8 | Vanguard Specialized Funds | 29.0K | $6.37M | 1.8% | −300 | Reduced |
| 9 | Vanguard Bd Index Fds | 78.1K | $6.16M | 1.8% | −993 | Reduced |
| 10 | Ishares Tr | 61.7K | $5.92M | 1.7% | −610 | Reduced |
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