Appleton, WICIK 20565914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
85 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 150.7K | $10.90M | 9.8% | −754 | Reduced |
| 2 | Spdr Series Trust | 135.6K | $10.88M | 9.8% | −2.2K | Reduced |
| 3 | Ishares Tr | 84.0K | $8.39M | 7.5% | +2.7K | Added |
| 4 | First Tr Exchange-Traded Fd |
| 170.5K |
| $6.53M |
| 5.9% |
| +152 |
| Added |
| 5 | First Tr Exchng Traded Fd Vi | 238.9K | $6.01M | 5.4% | −2.6K | Reduced |
| 6 | First Tr Exchange-Traded Fd | 102.3K | $4.71M | 4.2% | +3.7K | Added |
| 7 | First Tr Exchange-Traded Fd | 49.8K | $4.60M | 4.1% | +2.8K | Added |
| 8 | Spdr Index Shs Fds | 86.0K | $4.03M | 3.6% | −3.3K | Reduced |
| 9 | First Tr Exchange-Traded Fd | 67.2K | $3.36M | 3.0% | +585 | Added |
| 10 | Ishares Tr | 36.2K | $3.15M | 2.8% | +7.4K | Added |
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