De Pere, WICIK 20429384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 21.0K | $13.16M | 12.3% | +1.2K | Added |
| 2 | Ishares Tr | 117.2K | $12.56M | 11.7% | +1.7K | Added |
| 3 | Vanguard Scottsdale Fds | 99.0K | $8.29M | 7.7% | +5.0K | Added |
| 4 | Vanguard Bd Index Fds |
| 92.7K |
| $6.87M |
| 6.4% |
| +3.3K |
| Added |
| 5 | Vanguard Mun Bd Fds | 106.7K | $5.37M | 5.0% | +13.4K | Added |
| 6 | Spdr Series Trust | 177.4K | $4.20M | 3.9% | +2.6K | Added |
| 7 | Vanguard Scottsdale Fds | 43.1K | $3.98M | 3.7% | −3.0K | Reduced |
| 8 | American Centy ETF Tr | 46.9K | $3.86M | 3.6% | +46.9K | New |
| 9 | Ishares Tr | 31.2K | $3.75M | 3.5% | +576 | Added |
| 10 | Vanguard Tax-Managed Fds | 57.5K | $3.59M | 3.3% | −50.9K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio