Waterloo, A6CIK 20238964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 39.1K | $26.67M | 11.2% | −579 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 331.4K | $20.70M | 8.7% | −1.6K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 100.3K | $19.22M | 8.1% | +2.0K | Added |
| 4 | Invesco Qqq Tr |
| 30.6K |
| $18.78M |
| 7.9% |
| −285 |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 264.2K | $14.20M | 6.0% | −1.6K | Reduced |
| 6 | Ishares Inc | 134.4K | $9.77M | 4.1% | −1.7K | Reduced |
| 7 | Ishares Tr | 38.1K | $9.38M | 3.9% | −11.0K | Reduced |
| 8 | Vanguard Admiral Fds Inc | 81.3K | $9.08M | 3.8% | +5.7K | Added |
| 9 | Microsoft Corp | 18.7K | $9.06M | 3.8% | +792 | Added |
| 10 | Apple Inc | 28.6K | $7.79M | 3.3% | +3.1K | Added |
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