Dubuque, IACIK 20487924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 444.7K | $66.12M | 23.3% | +71.5K | Added |
| 2 | Schwab Strategic Tr | 625.7K | $20.41M | 7.2% | +48.4K | Added |
| 3 | Ea Series Trust | 712.2K | $16.59M | 5.9% | +138.9K | Added |
| 4 | Vanguard Scottsdale Fds |
| 221.6K |
| $13.28M |
| 4.7% |
| +37.9K |
| Added |
| 5 | Ishares Tr | 145.2K | $11.98M | 4.2% | +22.7K | Added |
| 6 | American Centy ETF Tr | 115.2K | $10.83M | 3.8% | +19.4K | Added |
| 7 | Dimensional ETF Trust | 200.0K | $9.59M | 3.4% | +36.7K | Added |
| 8 | Spdr Index Shs Fds | 259.9K | $9.33M | 3.3% | +22.1K | Added |
| 9 | Schwab Strategic Tr | 310.3K | $9.19M | 3.2% | +33.9K | Added |
| 10 | Dimensional ETF Trust | 277.0K | $9.16M | 3.2% | +41.9K | Added |
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